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Wealth Management • Jun 04 2023
Interesting Times – June 2, 2023

“May you live in interesting times” is said to be an ancient Chinese curse. HAI doesn’t know about Chinese curses, but is certain that these are [...]

Morgan Lewis Posted on Jun 4, 2023
Credit Bubble Daily • Jun 04 2023
Sunday, June 4, 2023

[Reuters] Biden signs debt limit bill, avoiding U.S. default [Reuters] OPEC+ holds ‘difficult’ talks on cuts and quotas [Reuters] China seeks [...]

Doug Noland Posted on Jun 4, 2023
Credit Bubble Daily • Jun 03 2023
Saturday, June 3, 2023

[Reuters] OPEC+ begins meetings which may lead to further output cuts [Reuters] Analysis: Risk of US downgrade still on the cards despite debt deal [AP] US [...]

Doug Noland Posted on Jun 3, 2023
Credit Bubble Weekly • Jun 03 2023
June 2, 2023: The Case Against Skip

It’s not a close call. If the Fed “Skips” policy tightening at the June 14th FOMC meeting, it will be yet another big policy mistake. The long string of [...]

Doug Noland Posted on Jun 3, 2023
Credit Bubble Daily • Jun 02 2023
Friday, June 2, 2023

[Yahoo/Bloomberg] US Stocks Gain On Strong Jobs Data; Dollar Dips: Markets Wrap [Reuters] Dollar sags as Fed bets ebb, debt bill passes; Aussie soars [...]

Doug Noland Posted on Jun 2, 2023
Credit Bubble Daily • Jun 01 2023
Thursday, June 1, 2023

[Yahoo/Bloomberg] Stocks Climb on Debt Deal, Softer Inflation Data: Markets Wrap [Yahoo/Bloomberg] Oil Swings With Focus on China Factory Activity, US Debt [...]

Doug Noland Posted on Jun 1, 2023
Credit Bubble Daily • May 31 2023
Wednesday, May 31, 2023

[Yahoo/Bloomberg] Stocks Fall on China Economy Worries; Bonds Gain: Markets Wrap [Yahoo/Bloomberg] Chinese Stocks Sinking Into Bear Market With Little Relief [...]

Doug Noland Posted on May 31, 2023
Credit Bubble Daily • May 30 2023
Tuesday, May 30, 2023

[Yahoo/Bloomberg] Stocks Rise on AI-Fueled Rally, Bonds Gain: Markets Wrap [Yahoo/Bloomberg] Miserable May Is Dashing Hopes for a Rebound in Chinese Stocks [...]

Doug Noland Posted on May 30, 2023
Credit Bubble Daily • May 29 2023
Monday, May 29, 2023

[Yahoo/Bloomberg] Debt-Limit Deal Brings Relief Tinged by Caution: Markets Wrap [Reuters] European shares slip, but debt ceiling deal buoys U.S. futures [...]

Doug Noland Posted on May 29, 2023
Credit Bubble Daily • May 28 2023
Sunday, May 28, 2023

[Reuters] Biden, McCarthy reach tentative US debt ceiling deal [Yahoo/Bloomberg] Debt-Limit Deal Sets Up Tough Battle for Passage in Congress [Reuters] [...]

Doug Noland Posted on May 28, 2023
Hard Asset Insights • May 27 2023
The “Unpleasant” Tsunami – May 26, 2023

The “Unpleasant” Tsunami This week, market action was primarily dominated by two factors: the developing “baby-bubble” in generative artificial [...]

Morgan Lewis Posted on May 27, 2023
Credit Bubble Daily • May 27 2023
Saturday, May 27, 2023

[AP] Biden says debt deal ‘very close’ even as two sides far apart on work requirements [Reuters] Thorny issues remain in US debt-ceiling talks, key [...]

Doug Noland Posted on May 27, 2023
Credit Bubble Weekly • May 27 2023
May 26, 2023: Melt-up vs. Deleveraging

We have no reason to expect markets to function normally. So many facets of today’s environment are unique. For one, a once-in-a-century global pandemic [...]

Doug Noland Posted on May 27, 2023
Credit Bubble Daily • May 26 2023
Friday, May 26, 2023

[Yahoo/Bloomberg] US Stocks, Bonds Rise on Hopes a Debt Deal Is Near: Markets Wrap [Reuters] Stocks limp toward U.S. debt denouement; Japan sparkles [...]

Doug Noland Posted on May 26, 2023
Credit Bubble Daily • May 25 2023
Thursday, May 25, 2023

[Yahoo/Bloomberg] Stocks Jump on Nvidia, Asia Stocks Fall: Markets Wrap [Yahoo/Bloomberg] China Equity Rout Deepens as Traders Rush to Sell Before Holiday [...]

Doug Noland Posted on May 25, 2023
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