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Credit Bubble Weekly • Aug 13 2022
August 12, 2022: The Everything Squeeze

Wednesday’s CPI release was telling. July consumer price inflation data were somewhat better than forecasts. Instead of increasing 0.2%, headline CPI was [...]

Doug Noland Posted on Aug 13, 2022
Credit Bubble Daily • Aug 12 2022
Friday, August 12, 2022

[Yahoo/Bloomberg] Stocks Rise Amid Easing Inflation Concerns: Markets Wrap [Reuters] Oil prices set for weekly climb, but cloudy outlook caps gains [...]

Doug Noland Posted on Aug 12, 2022
Credit Bubble Daily • Aug 11 2022
Thursday, August 11, 2022

[Yahoo/Bloomberg] Stocks Climb as Traders Assess Resolute Fed: Markets Wrap [Yahoo/Bloomberg] Oil Inches Up as IEA Boosts Demand Outlook on Fuel Switching [...]

Doug Noland Posted on Aug 11, 2022
Credit Bubble Daily • Aug 10 2022
Wednesday, August 10, 2022

[Yahoo/Bloomberg] Stocks Rally, Bond Yields Tumble After CPI Data: Markets Wrap [Yahoo/Bloomberg] Oil Drops as Russia Prepares Druzhba Return, US Stockpiles [...]

Doug Noland Posted on Aug 10, 2022
Credit Bubble Daily • Aug 09 2022
Tuesday, August 9, 2022

[Yahoo/Bloomberg] Stocks Slip Amid Focus on Earnings, Inflation: Markets Wrap [Yahoo/Bloomberg] Oil Rallies After Russian Flows Halted Via Key Pipe to Europe [...]

Doug Noland Posted on Aug 9, 2022
Credit Bubble Daily • Aug 08 2022
Monday, August 8, 2022

[Yahoo/Bloomberg] Stocks Rise as Traders Assess Fed Hikes: Markets Wrap [Reuters] Dollar edges lower as currency markets pull back on Friday’s moves [...]

Doug Noland Posted on Aug 8, 2022
Credit Bubble Daily • Aug 07 2022
Sunday, August 7, 2022

[CNBC] Fed Governor Bowman sees ‘similarly sized’ rate hikes ahead after three-quarter point moves [MSN/WP] China expands military drills, escalates [...]

Doug Noland Posted on Aug 7, 2022
Hard Asset Insights • Aug 06 2022
Yield Curve Speaks, Commodities Listen – August 5, 2022

Yield Curve Speaks, Commodities Listen August is just getting going, but it’s already proving to be far from a vacation month for markets. A number of [...]

Morgan Lewis Posted on Aug 6, 2022
Credit Bubble Daily • Aug 06 2022
Saturday, August 6, 2022

[Reuters] Taiwan says Chinese warplanes and ships conduct attack simulation exercise [Reuters] Blinken chides China’s ‘irresponsible’ cut in [...]

Doug Noland Posted on Aug 6, 2022
Credit Bubble Weekly • Aug 06 2022
August 5, 2022: Indefensible Neutral Rate Doctrine

Bloomberg’s David Westin (Wall Street Week, July 29, 2022): “What do you economists do when you put together these neutral rates?” Larry Summers: “I [...]

Doug Noland Posted on Aug 6, 2022
Credit Bubble Daily • Aug 05 2022
Friday, August 5, 2022

[Yahoo/Bloomberg] Stocks Slide as Jobs Fuel Rate-Hike Bets: Markets Wrap [Reuters] Oil Suffers Deep Weekly Loss as Concerns Over Demand Intensify [AP] US [...]

Doug Noland Posted on Aug 5, 2022
Credit Bubble Daily • Aug 04 2022
Thursday, August 4, 2022

[Yahoo/Bloomberg] Bonds Rally on Economic Fear; Tech Stocks Gain: Markets Wrap [Yahoo/Bloomberg] Gold Climbs as US-China Geopolitical Risks Keep Market on Edge [...]

Doug Noland Posted on Aug 4, 2022
Credit Bubble Daily • Aug 03 2022
Wednesday, August 3, 2022

[Yahoo/Bloomberg] Stocks Rise After Pelosi Wraps Up Taiwan Visit: Markets Wrap [Yahoo/Bloomberg] Oil Turns Higher as OPEC+ Agrees to Miniscule Production Hike [...]

Doug Noland Posted on Aug 3, 2022
Credit Bubble Daily • Aug 01 2022
Tuesday, August 2, 2022

[Yahoo/Bloomberg] Stocks Drop Over China Tension, Hawkish Fedspeak: Markets Wrap [Reuters] Stocks and bond yields slip on U.S.-China tensions [Yahoo/Bloomberg] [...]

Doug Noland Posted on Aug 1, 2022
Credit Bubble Daily • Aug 01 2022
Monday, August 1, 2022

[Yahoo/Bloomberg] US Equites Retreat Amid Hawkish Fed Talk: Markets Wrap [Yahoo/Bloomberg] Oil Declines as China Slowdown Spurs Concern Over Demand Outlook [...]

Doug Noland Posted on Aug 1, 2022
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