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Hard Asset Insights • Oct 01 2022
The Going Gets Tough – September 30, 2022

The Going Gets Tough Next week, the MWM team will be hosting its annual client conference live in Durango. On behalf of the team, this author would like to [...]

Morgan Lewis Posted on Oct 1, 2022
Credit Bubble Weekly • Oct 01 2022
September 30, 2022: A Threatening Turn

Global de-risking/deleveraging has taken A Threatening Turn. It’s no exaggeration to write that the UK pension system was this week at the brink of [...]

Doug Noland Posted on Oct 1, 2022
Credit Bubble Daily • Sep 30 2022
Friday, September 30, 2022

[Yahoo/Bloomberg] US Equities Rise With Bonds as Turmoil Eases: Markets Wrap [Yahoo/Bloomberg] Dollar swaps blow out as volatile Q3 ignites dash for cash [...]

Doug Noland Posted on Sep 30, 2022
Credit Bubble Daily • Sep 29 2022
Thursday, September 29, 2022

[Yahoo/Bloomberg] Risk-Off Sentiment Returns With Focus on Inflation: Markets Wrap [Reuters] London stocks slide as fiscal policy concerns weigh; Next drops [...]

Doug Noland Posted on Sep 29, 2022
Credit Bubble Daily • Sep 28 2022
Wednesday, September 28, 2022

[Yahoo/Bloomberg] Dollar Climbs; UK Bonds Jump on BOE Purchase Plan: Markets Wrap [Yahoo/Bloomberg] BOE Steps Back Into Bond Market to Restore Stability [...]

Doug Noland Posted on Sep 28, 2022
Credit Bubble Daily • Sep 27 2022
Tuesday, September 27, 2022

[Yahoo/Bloomberg] Stocks Rise, Pound Gains as Global Selloff Pauses: Markets Wrap [Yahoo/Bloomberg] UK Markets Claw Back Losses as Buyers Emerge After Historic [...]

Doug Noland Posted on Sep 27, 2022
Credit Bubble Daily • Sep 26 2022
Monday, September 26, 2022

[Yahoo/Bloomberg] Global Risk Assets Tumble as Pressure on UK Mounts: Markets Wrap [Reuters] Sterling crumbles to all-time low, euro at 20-year low [...]

Doug Noland Posted on Sep 26, 2022
Credit Bubble Daily • Sep 25 2022
Sunday, September 25, 2022

[BBC] Italy votes as far-right Meloni looks for victory [Guardian] Europe holds its breath as Italy prepares to vote in far-right leader [Reuters] Moscow [...]

Doug Noland Posted on Sep 25, 2022
Credit Bubble Daily • Sep 24 2022
Saturday, September 24, 2022

[Reuters] Wall St Week Ahead Investors wonder when vicious sell-off in U.S. stocks will end [Reuters] Russia holds votes in occupied parts of Ukraine; Kyiv [...]

Doug Noland Posted on Sep 24, 2022
Hard Asset Insights • Sep 24 2022
Sickness Spreads – September 23, 2022

Sickness Spreads Regrettably, a sickness, not unlike the one now brutally tormenting global financial markets, has also overwhelmed this author. Yours truly [...]

Morgan Lewis Posted on Sep 24, 2022
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
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