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Credit Bubble Weekly • May 12 2023
May 12, 2023: China Bubble Deflation Watch

Two-year Treasury yields traded at 4.06% Wednesday, just ahead of the CPI data release. Yields sank to 3.87% intraday Wednesday and were as low as 3.81% [...]

Doug Noland Posted on May 12, 2023
Credit Bubble Daily • May 12 2023
Friday, May 12, 2023

[Yahoo/Bloomberg] US Stocks Edge Higher as Asian Stocks Fluctuate: Markets Wrap [Yahoo/Bloomberg] Oil Holds Two-Day Drop as Demand Concerns Offset SPR Refill [...]

Doug Noland Posted on May 12, 2023
Credit Bubble Daily • May 11 2023
Thursday, May 11, 2023

[Reuters] Stocks Waver as Traders Mull Fed; Disney Drops: Markets Wrap [CNBC] PacWest shares tumble 20% after regional bank says deposits fell 9.5% last week [...]

Doug Noland Posted on May 11, 2023
Credit Bubble Daily • May 10 2023
Wednesday, May 10, 2023

[Yahoo/Bloomberg] Stocks Rise After US CPI: Markets Wrap [CNBC] Treasury yields tumble after April’s CPI increase is less than feared [Yahoo/Bloomberg] US [...]

Doug Noland Posted on May 10, 2023
Credit Bubble Daily • May 09 2023
Tuesday, May 9, 2023

[Yahoo/Bloomberg] Stocks and Oil Fall on Weak China Data; SBB Sinks: Markets Wrap [Reuters] Gold gains with debt ceiling and inflation in spotlight [...]

Doug Noland Posted on May 9, 2023
Credit Bubble Daily • May 08 2023
Monday, May 8, 2023

[Yahoo/Bloomberg] Stocks Mixed as Traders Assess Policy Path: Markets Wrap [Yahoo/Bloomberg] PacWest Leads Rally in Regional Banks After Slashing Dividend [...]

Doug Noland Posted on May 8, 2023
Credit Bubble Daily • May 07 2023
Sunday, May 7, 2023

[Reuters] Senate Republicans oppose vote just to raise US debt ceiling, push for other priorities [Reuters] Russian forces evacuating town near occupied [...]

Doug Noland Posted on May 7, 2023
Wealth Management • May 06 2023
Precious Truth – May 5, 2023

Precious Truth Our modern-market circus kicked off this week with the second largest bank failure in US history as First Republic Bank went bust. The seismic [...]

Morgan Lewis Posted on May 6, 2023
Credit Bubble Daily • May 06 2023
Saturday, May 6, 2023

  [Reuters] Biden says not yet ready to invoke 14th Amendment to avoid debt default [Reuters] Wall St Week Ahead: US consumer price data to test feared [...]

Doug Noland Posted on May 6, 2023
Credit Bubble Weekly • May 05 2023
May 5, 2023: “Extraordinarily Sound”

Another humdrum week. The second largest bank failure in U.S. history – to start things off, making for three of the top four over just the past two [...]

Doug Noland Posted on May 5, 2023
Credit Bubble Daily • May 05 2023
Friday, May 5, 2023

[Yahoo/Bloomberg] Bank Shares Surge After Chaotic Week; Apple Gains: Markets Wrap [Yahoo/Bloomberg] Gold Set for Best Week Since Mid-March on Fears Over US [...]

Doug Noland Posted on May 5, 2023
Credit Bubble Daily • May 04 2023
Thursday, May 4, 2023

[Yahoo/Bloomberg] Stocks Drop With ECB; PacWest Slumps: Markets Wrap [CNBC] Regional bank stocks continue to slide on Thursday with PacWest leading the way [...]

Doug Noland Posted on May 4, 2023
Credit Bubble Daily • May 03 2023
Wednesday, May 3, 2023

[Reuters] Stocks climb out of the red as traders wait on the Fed [Yahoo/Bloomberg] US Regional Banks Slump as Rout Deepens on First Republic Flop [...]

Doug Noland Posted on May 3, 2023
Credit Bubble Daily • May 02 2023
Tuesday, May 2, 2023

[Yahoo/Bloomberg] Stocks Wobble on Amped Up Policy-Tightening Bets: Markets Wrap [Reuters] Stocks on edge as traders wait on central bankers [Yahoo/Bloomberg] [...]

Doug Noland Posted on May 2, 2023
Credit Bubble Daily • May 01 2023
Monday, May 1, 2023

[Yahoo/Bloomberg] Stocks Steady, JPMorgan Wins on First Republic: Markets Wrap [Reuters] Oil drops as economic growth concerns offset OPEC+ cuts [Reuters] [...]

Doug Noland Posted on May 1, 2023
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