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Credit Bubble Daily • Dec 06 2023
Wednesday, December 6, 2023

[Yahoo/Bloomberg] Stocks Keep Rate-Cut Faith as Bond Rally Falters: Markets Wrap [Reuters] Oil drops as markets mull OPEC+ cuts’ efficacy, China demand [...]

Doug Noland Posted on Dec 6, 2023
Credit Bubble Daily • Dec 05 2023
Tuesday, December 5, 2023

[Yahoo/Bloomberg] Stocks Slip as Doubt Swirls Over Soft-Landing Bets: Markets Wrap [Yahoo/Bloomberg] Repo-Market Spikes Conjure Memories of September 2019 US [...]

Doug Noland Posted on Dec 5, 2023
Credit Bubble Daily • Dec 04 2023
Monday, December 4, 2023

[Yahoo/Bloomberg] Bonds, Stocks in Retreat as Rate Realism Seeps In: Markets Wrap [Reuters] Oil falls on demand fears and doubts over OPEC+ cuts [AP] This [...]

Doug Noland Posted on Dec 4, 2023
Wealth Management • Dec 03 2023
Out of the Gate and Ready to Run – December 1, 2023

Out of the Gate and Ready to Run HAI’s working thesis is that global financial markets are in the late stages of a massive confidence bubble. Amid the [...]

Morgan Lewis Posted on Dec 3, 2023
Credit Bubble Daily • Dec 03 2023
Sunday, December 3, 2023

[AP] Israeli offensive shifts to crowded southern Gaza, driving up death toll despite evacuation orders [Yahoo Finance] Homebuyer conundrum: If mortgage rates [...]

Doug Noland Posted on Dec 3, 2023
Credit Bubble Daily • Dec 02 2023
Saturday, December 2, 2023

[Reuters] Wall St Week Ahead Tax-loss selling, ‘Santa rally’ could sway U.S. stocks after November melt-up [Reuters] Israel bombards southern Gaza [...]

Doug Noland Posted on Dec 2, 2023
Credit Bubble Weekly • Dec 02 2023
December 1, 2023: Rule of Thumb

Let’s get November documented, starting with notable headlines: “Biggest Blowout in Bonds Since the 1980s Sparks Everything Rally.” “S&P 500 Has [...]

Doug Noland Posted on Dec 2, 2023
Credit Bubble Daily • Dec 01 2023
Friday, December 1, 2023

[Yahoo/Bloomberg] Stocks Edge Lower, Dollar Steady Before Powell: Markets Wrap [Reuters] Oil prices stabilise after slump on underwhelming OPEC+ cuts [Reuters] [...]

Doug Noland Posted on Dec 1, 2023
Credit Bubble Daily • Nov 30 2023
Thursday, November 30, 2023

[Yahoo/Bloomberg] Stocks Gain Before US Inflation Data; Euro Sinks: Markets Wrap [Yahoo/Bloomberg] Oil Advances for Third Day Ahead of High-Stakes OPEC+ [...]

Doug Noland Posted on Nov 30, 2023
Credit Bubble Daily • Nov 29 2023
Wednesday, November 29, 2023

[Yahoo/Bloomberg] Gold Holds Rally to Six-Month High on Bets for Fed Rate Pivot [Yahoo/Bloomberg] Stocks Advance With Treasuries as Pivot Bets Grow: Markets [...]

Doug Noland Posted on Nov 29, 2023
Credit Bubble Daily • Nov 28 2023
Tuesday, November 28, 2023

[Yahoo/Bloomberg] Stocks Retreat on Signs November Rally Is Overdone: Markets Wrap [Yahoo/Bloomberg] Oil Creeps Higher as Saudis Push OPEC+ to Trim Production [...]

Doug Noland Posted on Nov 28, 2023
Credit Bubble Daily • Nov 27 2023
Monday, November 27, 2023

[Yahoo/Bloomberg] Stocks Edge Lower on China Data; Gold Above $2,000: Markets Wrap [Reuters] Gold hits 6-month high on Fed pause expectation, softer dollar [...]

Doug Noland Posted on Nov 27, 2023
Credit Bubble Daily • Nov 26 2023
Sunday, November 26, 2023

[CNBC] Black Friday shoppers spent a record $9.8 billion in U.S. online sales, up 7.5% from last year [Reuters] US Black Friday sales rise 2.5% -Mastercard [...]

Doug Noland Posted on Nov 26, 2023
Credit Bubble Daily • Nov 25 2023
Saturday, November 25, 2023

[Reuters] ‘A lot quieter’ Black Friday brings out discount hunters [Reuters] Second hostage-for-prisoners release looms, Egypt sees ‘positive [...]

Doug Noland Posted on Nov 25, 2023
Wealth Management • Nov 25 2023
Happy Thanksgiving Weekend! – November 24, 2023

Happy Thanksgiving Weekend! This week HAI is just prices. This author wishes all of you the happiest of happy Thanksgivings! See you next week! Weekly [...]

Morgan Lewis Posted on Nov 25, 2023
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