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Credit Bubble Weekly • Sep 24 2022
September 23, 2022: Putin & The Vigilantes

It really got going Tuesday. Chinese “big four” bank CDS each surged about 10 bps, the largest single-session gains since the July 15th peak “risk [...]

Doug Noland Posted on Sep 24, 2022
Credit Bubble Daily • Sep 23 2022
Friday, September 23, 2022

[Yahoo/Bloomberg] Global Risk Assets Swept Up in Rout on UK Stimulus: Markets Wrap [Yahoo/Bloomberg] UK’s Biggest Tax Cuts Since 1972 Trigger Crash in Pound, [...]

Doug Noland Posted on Sep 23, 2022
Credit Bubble Daily • Sep 22 2022
Thursday, September 22, 2022

[Yahoo/Bloomberg] US Stocks Waver as Inflation Battle Intensifies: Markets Wrap [Reuters] Japan intervenes in FX market to stem yen falls after BOJ keeps [...]

Doug Noland Posted on Sep 22, 2022
Credit Bubble Daily • Sep 21 2022
Wednesday, September 21, 2022

[Yahoo/Bloomberg] Stocks Head Higher on Fed Day; Haven Bid Lingers: Markets Wrap [Reuters] Dollar sails at two-decade high as Putin rattles markets before Fed [...]

Doug Noland Posted on Sep 21, 2022
Credit Bubble Daily • Sep 20 2022
Tuesday, September 20, 2022

[Yahoo/Bloomberg] Stocks Fall as Traders Eye Supersized Fed Hike: Markets Wrap [Yahoo/Bloomberg] Treasury Two-Year Yields Climb Relentlessly Toward 4% Before [...]

Doug Noland Posted on Sep 20, 2022
Credit Bubble Daily • Sep 19 2022
Monday, September 19, 2022

[Yahoo/Bloomberg] US Stocks Slide at Start of Key Fed Week: Markets Wrap [Reuters] 10-year Treasury yield rises to highest since 2011 [Reuters] Oil falls more [...]

Doug Noland Posted on Sep 19, 2022
Credit Bubble Daily • Sep 18 2022
Sunday, September 18, 2022

[Yahoo/Bloomberg] Fed Leads 500-Basis Point Global Assault on Inflation: Eco Week [Yahoo/Bloomberg] Markets Roiled by Inflation Leave Investors With Nowhere to [...]

Doug Noland Posted on Sep 18, 2022
Hard Asset Insights • Sep 17 2022
What Goes Up… – September 16, 2022

What Goes Up… This was an important week for markets. It did not bring any major change to HAI’s bearish narrative, but rather confirmed it. In five [...]

Morgan Lewis Posted on Sep 17, 2022
Hard Asset Insights • Sep 17 2022
What Goes Up… – September 16, 2022

What Goes Up… This was an important week for markets. It did not bring any major change to HAI’s bearish narrative, but rather confirmed it. In five [...]

Morgan Lewis Posted on Sep 17, 2022
Credit Bubble Daily • Sep 17 2022
Saturday, September 17, 2022

[Reuters] Japan issues special typhoon warning as ‘unprecedented’ storm approaches [Yahoo/Bloomberg] Ukraine Latest: Biden Warns Russia Against Nuclear [...]

Doug Noland Posted on Sep 17, 2022
Credit Bubble Weekly • Sep 16 2022
September 16, 2022: Deflation and Policy Mistakes

Hotter-than-expected August CPI and quarterly options/derivatives expiration made for a toxic mix. “Core” CPI was reported up 0.6% for the month (7% [...]

Doug Noland Posted on Sep 16, 2022
Credit Bubble Daily • Sep 15 2022
Friday, September 16, 2022

[Yahoo/Bloomberg] Stocks Extend Slide as Dollar Keeps Climbing: Markets Wrap [Reuters] Pound falls to 37-year low on anniversary of Black Wednesday [...]

Doug Noland Posted on Sep 15, 2022
Credit Bubble Daily • Sep 14 2022
Thursday, September 15, 2022

[Yahoo/Bloomberg] Stocks Fluctuate as Traders Assess Fed Rate Path: Markets Wrap [Yahoo/Bloomberg] Oil Fluctuates on Demand Concerns, US Reserve Restocking [...]

Doug Noland Posted on Sep 14, 2022
Credit Bubble Daily • Sep 14 2022
Wednesday, September 14, 2022

[Yahoo/Bloomberg] Stocks Steady as Traders Assess Inflation Outlook: Markets Wrap [Reuters] Yen recovers lost ground on BOJ rate check, hints on intervention [...]

Doug Noland Posted on Sep 14, 2022
Credit Bubble Daily • Sep 12 2022
Tuesday, September 13, 2022

[Yahoo/Bloomberg] US Futures Plunge, Dollar Rises on Inflation Shock: Markets Wrap [Yahoo/Bloomberg] Oil Extends Advance as Dollar Slides Before Inflation Data [...]

Doug Noland Posted on Sep 12, 2022
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