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Hard Asset Insights • Sep 03 2022
No Place for Pollyannas – September 2, 2022

No Place for Pollyannas This week, financial markets acted decisively and with rare clarity. Essentially, for this ugly week, it was King Dollar up, virtually [...]

Morgan Lewis Posted on Sep 3, 2022
Credit Bubble Daily • Sep 03 2022
Saturday, September 3, 2022

[Reuters] Russia’s Gazprom says Siemens Energy ready to fix Nord Stream fault [Reuters] Russia, West step up energy war as risk of nuclear disaster [...]

Doug Noland Posted on Sep 3, 2022
Credit Bubble Weekly • Sep 03 2022
September 2, 2022: Super Credit Bubble

Global “Risk Off” gathers momentum by the week. Crisis Dynamics fester, as global central banks coalesce around a united front for battling inflation. The [...]

Doug Noland Posted on Sep 3, 2022
Credit Bubble Daily • Sep 02 2022
Friday, September 2, 2022

[Yahoo/Bloomberg] Stocks Rise After Jobs Data Offer No Surprises: Markets Wrap [Yahoo/Bloomberg] Yen at Risk of Further Declines After Breaching Key 140 Level [...]

Doug Noland Posted on Sep 2, 2022
Credit Bubble Daily • Sep 01 2022
Thursday, September 1, 2022

[Yahoo/Bloomberg] Stocks, Commodities Fall as Growth Concerns Spread: Markets Wrap [Reuters] Stocks slide, dollar spikes as September starts stormy [...]

Doug Noland Posted on Sep 1, 2022
Credit Bubble Daily • Aug 31 2022
Wednesday, August 31, 2022

[Yahoo/Bloomberg] Stocks Mixed as Dollar, Treasury Yields Advance: Markets Wrap [Reuters] Asia continues global stock slump as Fed tightening fears flare [...]

Doug Noland Posted on Aug 31, 2022
Credit Bubble Daily • Aug 30 2022
Tuesday, August 30, 2022

[Yahoo/Bloomberg] Stocks Up as Post-Powell Slide Subsides: Markets Wrap [Yahoo/Bloomberg] Oil Retreats From Biggest Gain in Six Weeks Amid Supply Angst [...]

Doug Noland Posted on Aug 30, 2022
Credit Bubble Daily • Aug 29 2022
Monday, August 29, 2022

[Yahoo/Bloomberg] US Stocks Sink, Treasuries Fall as Dollar Climbs: Markets Wrap [Yahoo/Bloomberg] Asian Stocks Near Two-Year Low as Powell Spurs Risk-Off Mood [...]

Doug Noland Posted on Aug 29, 2022
Credit Bubble Daily • Aug 28 2022
Sunday, August 28, 2022

[Yahoo/Bloomberg] Stocks Face Another Sharp Slide After Powell’s Hawkish Pivot [Yahoo/Bloomberg] Top Central Bankers Deliver Hawkish Message at Jackson Hole [...]

Doug Noland Posted on Aug 28, 2022
Hard Asset Insights • Aug 27 2022
Jay Mans Up – August 26, 2022

Jay Mans Up A tip of the hat to Fed Chairman Jerome Powell this week. Friday was his day. In just over eight focused minutes on the mic (versus 30 minutes [...]

Morgan Lewis Posted on Aug 27, 2022
Credit Bubble Daily • Aug 27 2022
Saturday, August 27, 2022

[Reuters] ECB needs another big rate hike in September, Kazaks says [Reuters] ECB’s Knot says he favors large rate hikes -NOS interview [Reuters] Russia [...]

Doug Noland Posted on Aug 27, 2022
Credit Bubble Weekly • Aug 27 2022
August 26, 2022: New Cycle Monetary Management

I appreciate that Jay Powell is no ideologue. His Fed has made some historic missteps, and Powell as Chair has sometimes flailed. But I’m willing to cut him [...]

Doug Noland Posted on Aug 27, 2022
Credit Bubble Daily • Aug 26 2022
Friday, August 26, 2022

[Yahoo/Bloomberg] Stocks Rise, Dollar Falls Before Powell’s Keynote: Markets Wrap [Reuters] Asian shares rise as hopes for audit deal boost China tech [...]

Doug Noland Posted on Aug 26, 2022
Credit Bubble Daily • Aug 25 2022
Thursday, August 25, 2022

[Yahoo/Bloomberg] Stocks Rise as China Lifts Mood Ahead of Powell: Markets Wrap [Yahoo/Bloomberg] Oil Holds Gains With Signs Pointing to Tightening Global [...]

Doug Noland Posted on Aug 25, 2022
Credit Bubble Daily • Aug 24 2022
Wednesday, August 24, 2022

[Yahoo/Bloomberg] US Stocks Waver Amid Fed Policy, Growth Risks: Markets Wrap [Reuters] Oil slips as fears of imminent OPEC+ output cut fade [Reuters] Central [...]

Doug Noland Posted on Aug 24, 2022
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