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Credit Bubble Daily • Sep 04 2023
Monday, September 4, 2023

[Yahoo/Bloomberg] Stocks Rise on Signs China Stimulus Taking Hold: Markets Wrap [Yahoo/Bloomberg] Property Stocks Lead China Rally as Stimulus Measures Lift [...]

Doug Noland Posted on Sep 4, 2023
Credit Bubble Daily • Sep 03 2023
Sunday, September 3, 2023

[Reuters] Major Gulf bourses fall amid China gloom [Yahoo/Bloomberg] Higher-for-Longer Mantra Starts to Weigh on Emerging-Market Debt [Yahoo Finance] Fed in [...]

Doug Noland Posted on Sep 3, 2023
Wealth Management • Sep 02 2023
The Gift of Loved Ones – September 1, 2023

The Gift of Loved Ones This author is incredibly thankful for the opportunity to spend the current long weekend with loved ones. While markets are an absolute [...]

Morgan Lewis Posted on Sep 2, 2023
Credit Bubble Daily • Sep 02 2023
Saturday, September 2, 2023

[CNBC] Why auto worker strikes against GM, Ford and Stellantis seem inevitable [Reuters] Back-to-school US spending set to hit record high in 2023 [Yahoo [...]

Doug Noland Posted on Sep 2, 2023
Credit Bubble Weekly • Sep 01 2023
September 1, 2023: Curious Market Action

S&P500 futures were up 0.7% immediately following the release of Friday’s August payrolls data. Non-farm job gains of 187,000 were marginally above the [...]

Doug Noland Posted on Sep 1, 2023
Credit Bubble Daily • Sep 01 2023
Friday, September 1, 2023

[Yahoo/Bloomberg] Stocks Higher After US Jobs Data: Markets Wrap [Yahoo/Bloomberg] Oil Heads for Robust Weekly Gain as Russia to Extend Export Cuts [CNBC] [...]

Doug Noland Posted on Sep 1, 2023
Credit Bubble Daily • Aug 31 2023
Thursday, August 31, 2023

[Reuters] Shares limp toward biggest monthly drop since February [Yahoo/Bloomberg] US Stocks Waver; UBS Boosts Europe Equities: Markets Wrap [Yahoo/Bloomberg] [...]

Doug Noland Posted on Aug 31, 2023
Credit Bubble Daily • Aug 30 2023
Wednesday, August 30, 2023

[Yahoo/Bloomberg] Bonds, Stocks Fall as Inflation Makes Comeback: Markets Wrap [Yahoo/Bloomberg] Hong Kong Dollar Set for Worst Month Since 1985 [...]

Doug Noland Posted on Aug 30, 2023
Credit Bubble Daily • Aug 29 2023
Tuesday, August 29, 2023

[Yahoo/Bloomberg] US Stocks Waver as Traders Await Deluge of Data: Markets Wrap [Reuters] World stocks higher as China boost lingers for now [Yahoo/Bloomberg] [...]

Doug Noland Posted on Aug 29, 2023
Credit Bubble Daily • Aug 28 2023
Monday, August 28, 2023

[Yahoo/Bloomberg] Stocks Gain as Traders Assess Rates, China Support: Markets Wrap [Yahoo/Bloomberg] China Markets Rally as Authorities Take Steps to Lift [...]

Doug Noland Posted on Aug 28, 2023
Credit Bubble Daily • Aug 27 2023
Sunday, August 27, 2023

[Yahoo/Bloomberg] Powell Has Bond Traders Right Where He Wants Them: Full of Doubt [CNBC] Labor unions are pushing hard for double-digit raises and better [...]

Doug Noland Posted on Aug 27, 2023
Hard Asset Insights • Aug 26 2023
Keep Your Eye on the Ball – August 25, 2023

Keep Your Eye on the Ball This week’s highlights feature both weak and weaker-than-expected economic data in the US and around the globe. Consumer sentiment [...]

Morgan Lewis Posted on Aug 26, 2023
Credit Bubble Daily • Aug 26 2023
Saturday, August 26, 2023

[Reuters] Wall St Week Ahead Historically stormy month of September may test US stock rally [Reuters] No appetite at Fed, ECB for changing inflation goal [...]

Doug Noland Posted on Aug 26, 2023
Credit Bubble Weekly • Aug 26 2023
August 25, 2023: The Speculative Cycle

While economists won’t ratchet Q3 growth estimates up to match the Atlanta Fed GDPNow’s 5.9%, forecasts will be moving higher. The Unemployment Rate is [...]

Doug Noland Posted on Aug 26, 2023
Credit Bubble Daily • Aug 25 2023
Friday, August 25, 2023

[Yahoo/Bloomberg] Stocks Set for Weekly Gain as Traders Await Powell: Markets Wrap [Yahoo/Bloomberg] Oil Pares Second Weekly Decline Before Powell Speaks on [...]

Doug Noland Posted on Aug 25, 2023
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