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Credit Bubble Daily • Feb 21 2023
Tuesday, February 21, 2023

  [Yahoo/Bloomberg] US Stocks Drop on Fed Concern as Dollar Gets Bid: Markets Wrap [Yahoo/Bloomberg] Oil Swings in Rangebound Market as Fed and China [...]

Doug Noland Posted on Feb 21, 2023
Credit Bubble Daily • Feb 20 2023
Monday, February 20, 2023

[Yahoo/Bloomberg] Stocks Wobble as China Bets Fade; Dollar Stalls: Markets Wrap [Yahoo/Bloomberg] Oil Gains After Weekly Loss as China Recovery Competes With [...]

Doug Noland Posted on Feb 20, 2023
Credit Bubble Daily • Feb 19 2023
Sunday, February 19, 2023

  [Yahoo/Bloomberg] Adani Credit Facilities Expose Collateral Web Full of Red Flags [BBC] China may give Russia weapons for Ukraine war, Anthony Blinken [...]

Doug Noland Posted on Feb 19, 2023
Hard Asset Insights • Feb 18 2023
Magical Disinflation Theory – February 17, 2023

Magical Disinflation Theory This week, the S&P 500 broke below its rising trend channel that has defined the rally off of December lows. The channel trend [...]

Morgan Lewis Posted on Feb 18, 2023
Credit Bubble Daily • Feb 18 2023
Saturday, February 18, 2023

[Yahoo/Bloomberg] Charting the Global Economy: Inflation, Retail Sales Climb in US [Reuters] Earthquake death toll passes 46,000; desperation for signs of life [...]

Doug Noland Posted on Feb 18, 2023
Credit Bubble Weekly • Feb 17 2023
February 17, 2023: Ueda and No Landings

Data this week confirmed both that “disinflation” is not running wild and that the U.S. economy is not falling off a cliff. A comment by a senior German [...]

Doug Noland Posted on Feb 17, 2023
Credit Bubble Daily • Feb 17 2023
Friday, February 17, 2023

  [Yahoo/Bloomberg] Stocks Slide on Hawkish Rate Fears; Dollar Rallies: Markets Wrap [Yahoo/Bloomberg] Dollar Erases Loss for Year as Bets on Bigger US [...]

Doug Noland Posted on Feb 17, 2023
Credit Bubble Daily • Feb 16 2023
Thursday, February 16, 2023

[Yahoo/Bloomberg] US Stocks Drop after Data: Markets Wrap [Reuters] Oil rises on China optimism, market shrugs off U.S. inventory build [CNBC] Wholesale prices [...]

Doug Noland Posted on Feb 16, 2023
Credit Bubble Daily • Feb 15 2023
Wednesday, February 15, 2023

  [Yahoo/Bloomberg] US Stocks Slip With Focus on Rates; Pound Falls: Markets Wrap [Yahoo/Bloomberg] China Stock Slide Puts Hedge Funds’ Crowded Trade at [...]

Doug Noland Posted on Feb 15, 2023
Credit Bubble Daily • Feb 14 2023
Tuesday, February 14, 2023

[Yahoo/Bloomberg] US Stocks Climb After Inflation Data: Markets Wrap [Yahoo/Bloomberg] Oil Drops on US Plan to Sell More Crude From Strategic Reserve [...]

Doug Noland Posted on Feb 14, 2023
Credit Bubble Daily • Feb 13 2023
Monday, February 13, 2023

  [Yahoo/Bloomberg] Stocks Rise at Start of a Crunch Week: Markets Wrap [Reuters] Oil falls on demand worry as Fed ‘make or break moment’ [...]

Doug Noland Posted on Feb 13, 2023
Credit Bubble Daily • Feb 12 2023
Sunday, February 12, 2023

[Reuters] Republicans won’t cut Social Security or Medicare, everything else on the table in debt talks, House Oversight Committee Chair says [...]

Doug Noland Posted on Feb 12, 2023
Credit Bubble Daily • Feb 11 2023
Saturday, February 11, 2023

  [Reuters] Wall Street Week Ahead: Last year’s laggards lead U.S. stocks’ 2023 rebound, for now [Yahoo/Bloomberg] BlackRock, Pimco Push Back [...]

Doug Noland Posted on Feb 11, 2023
Hard Asset Insights • Feb 11 2023
Inflationary Fire or Recessionary Ice – February 10, 2023

Inflationary Fire or Recessionary Ice This week was relatively calm for markets and uneventful on the economic data calendar. These were welcome and merciful [...]

Morgan Lewis Posted on Feb 11, 2023
Credit Bubble Weekly • Feb 11 2023
February 10, 2023: Monetary Inflation Run Amok

There was further evidence this week that loose financial conditions are working their magic. University of Michigan Consumer Sentiment added a [...]

Doug Noland Posted on Feb 11, 2023
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