Credit Bubble Bulletin
Presented by Doug Noland since 2012
Credit Bubble Daily
[Yahoo/Bloomberg] S&P Futures Signal Recovery With Earnings in Focus: Markets Wrap
[Yahoo/Bloomberg] Oil Holds Decline as Geopolitical Risk Premium Seen Fading
[Yahoo/Bloomberg] Asia Makes a Stand as Dollar Threatens to Upend Currency Markets
[Reuters] Morning Bid: Recoiling oil and dollar sow calm as tech earnings loom
[Reuters] Wobbling US stocks could push volatility-linked funds to ramp up selling
[Yahoo/Bloomberg] China Reiterates Need for Steady Yuan Amid Fragile Confidence
[Reuters] US nods to 'serious' Japan, S.Korea concerns over slumping currencies
[AP] Netanyahu brushes off calls for restraint, saying Israel will decide how to respond to Iran’s attack
[Reuters] Iranian commander says Tehran could review 'nuclear doctrine' amid Israeli threats
[CNBC] Airline executives predict a record summer and even more demand for first class
[Reuters] US weekly jobless claims unchanged at low levels
[Yahoo/Bloomberg] Mester Says Fed Can Hold Rates Steady, Not In a Hurry to Cut
[Reuters] US to reimpose oil sanctions on Venezuela over election concerns
[Reuters] China's c.bank signals caution over credit boost as demand weakens
[Yahoo/Bloomberg] Why the World of Chocolate Is in Crisis
[NYT] Miscalculation Led to Escalation in Clash Between Israel and Iran
[WSJ] Pension Funds Are Pulling $325 Billion From Stocks
[FT] China is moving towards full monetary independence
[WSJ] Buyers Are Back in Control as Luxury Home Sellers Slash Prices
[WSJ] BOJ Board Member Noguchi Calls for Cautious Approach on Future Policy-Tightening
[WSJ] China Pledges to Steady Yuan as Asian Currencies Come Under Pressure
[FT] The Baltic balancing act over the threat from Russia
[Yahoo/Bloomberg] S&P Futures Signal Recovery With Earnings in Focus: Markets Wrap
[Yahoo/Bloomberg] Oil Holds Decline as Geopolitical Risk Premium Seen Fading
[Yahoo/Bloomberg] Asia Makes a Stand as Dollar Threatens to Upend Currency Markets
[Reuters] Morning Bid: Recoiling oil and dollar sow calm as tech earnings loom
[Reuters] Wobbling US stocks could push volatility-linked funds to ramp up selling
[Yahoo/Bloomberg] China Reiterates Need for Steady Yuan Amid Fragile Confidence
[Reuters] US nods to 'serious' Japan, S.Korea concerns over slumping currencies
[AP] Netanyahu brushes off calls for restraint, saying Israel will decide how to respond to Iran’s attack
[Reuters] Iranian commander says Tehran could review 'nuclear doctrine' amid Israeli threats
[CNBC] Airline executives predict a record summer and even more demand for first class
[Reuters] US weekly jobless claims unchanged at low levels
[Yahoo/Bloomberg] Mester Says Fed Can Hold Rates Steady, Not In a Hurry to Cut
[Reuters] US to reimpose oil sanctions on Venezuela over election concerns
[Reuters] China's c.bank signals caution over credit boost as demand weakens
[Yahoo/Bloomberg] Why the World of Chocolate Is in Crisis
[NYT] Miscalculation Led to Escalation in Clash Between Israel and Iran
[WSJ] Pension Funds Are Pulling $325 Billion From Stocks
[FT] China is moving towards full monetary independence
[WSJ] Buyers Are Back in Control as Luxury Home Sellers Slash Prices
[WSJ] BOJ Board Member Noguchi Calls for Cautious Approach on Future Policy-Tightening
[WSJ] China Pledges to Steady Yuan as Asian Currencies Come Under Pressure
[FT] The Baltic balancing act over the threat from Russia
[Yahoo/Bloomberg] Stocks Advance as Earnings Return to Center Stage: Markets Wrap
[Yahoo/Bloomberg] Gold Holds Near Record as Traders Look Past Later Rate-Cut Odds
[Yahoo/Bloomberg] Oil Edges Lower as Israel Weighs Up Response to Iranian Attack
[Reuters] UK's Cameron, in Israel, says Israelis have decided to retaliate against Iran
[Reuters] Morning Bid: Blunt Powell signals rate cut plans on ice
[AP] Biden is seeking higher tariffs on Chinese steel as he courts union voters
[Yahoo/Bloomberg] US 30-Year Mortgage Rate Rises to a Four-Month High of 7.13%
[Reuters] What the fresh march higher in oil means for world markets
[Yahoo/Bloomberg] China's Loosening Grip on Yuan Allows Currency to Test a Key Milestone
[Yahoo/Bloomberg] Yuan Funding Costs Climb in Hong Kong, Pressuring Bearish Bets
[Yahoo/Bloomberg] South Korean Officials Ramp Up Warnings on Won Weakness
[Reuters] Indonesia's plunging rupiah twists the policy plot
[Yahoo/Bloomberg] Philippine Peso’s Drop Past 57 Puts Pressure on Central Bank
[Reuters] UK inflation slows its fall, pushing back rate cut bets
[Reuters] The ECB is seen forgiving Italy its fiscal sins, if needed
[Reuters] Global property insurers see 'alarming' losses as risk models lag, report says
[Bloomberg] Hezbollah Rocket Assault on Israeli Military Site Wounds Six
[NYT] The Global Turn Away From Free-Market Policies Worries Economists
[WSJ] Emboldened Iran Makes Dangerous Gamble on Open Confrontation
[WSJ] Dealmaking Is Looking Up as Companies Stop Waiting Out the Fed
[WSJ] China’s Punishment for People With Bad Debts: No Fast Trains or Nice Hotels
[FT] Vix ‘fear gauge’ soars on Middle East tension and interest rate shift
[FT] China warns west of ‘survival of the fittest’ as manufacturing boosts economy
[FT] Private credit is even larger than you think
[FT] Ukraine’s air defence struggle shows risks to Israel
[Yahoo/Bloomberg] Stocks Steady After Selloff Rattles Globe: Markets Wrap
[Reuters] Stocks sag, dollar up as 'higher for longer' rate view takes root
[Yahoo/Bloomberg] Gold Pauses Rally as Israel Weighs Response to Iran Strike
[Yahoo/Bloomberg] China Loosens Grip on Yuan by Weakening Fix Amid Dollar Strength
[Yahoo/Bloomberg] Japan's Yen Hits a Fresh Three-Decade Low of 154
[Yahoo/Bloomberg] Dollar Bulldozes Its Way Through Asian FX With Help From Yuan
[Yahoo/Bloomberg] Oil Erases Gain as Traders Weigh Israeli Response to Iran Attack
[Yahoo/Bloomberg] Emerging-Market Assets Sink to 2024 Low Amid Growth, Rate Risks
[Reuters] China's cycle of dollar hoarding and weakening yuan gets vicious
[Reuters] What options does Israel have to strike back at Iran?
[Dow Jones] Housing starts plunge in March amid housing shortage
[Yahoo/Bloomberg] What If Fed Rate Hikes Are Actually Sparking US Economic Boom?
[Axios] Why child care costs are soaring
[Yahoo/Bloomberg] Fed’s Daly Says No Urgency to Cut, Policy in a Good Place
[Yahoo/Bloomberg] Chinese Economy’s Strong Start to 2024 Is Already Fading
[Reuters] China's Q1 GDP growth solid but March data shows feeble demand
[Reuters] China's new home prices decline at fastest pace since 2015
[Yahoo/Bloomberg] Gold Seen Hitting $3,000 at Citi as Investor Inflows Juice Rally
[Bloomberg] China Tells Iran Cooperation Will Last After Attack on Israel
[WSJ] Texas Gets a Spring Energy Scare
[WSJ] China’s Overcapacity Is Already Backfiring
[WSJ] Fitch Ratings Downgrades Outlook for Chinese State-Owned Banks
[FT] The overlooked threats to the global financial system
[FT] Israel has no good choices on Iran
[FT] Asian emerging market currencies come under pressure from strong dollar
[Yahoo/Bloomberg] Oil Steadies, Treasuries Dip as Iran Stresses Ease: Markets Wrap
[Yahoo/Bloomberg] Metals Whipsawed as Sanctions on New Russian Supplies Rattle LME
[Reuters] Asia stocks slide, gold rises as Middle East conflict sparks safety rush
[Reuters] Dollar stands tall, yen slides as US rate-cut bets recede
[Yahoo/Bloomberg] Hot Commodity Markets Are Dogging Inflation-Wary Central Banks
[Reuters] Morning bid: Weekend safety trades unwind amid Iran/Israel tension
[Yahoo/Bloomberg] Five Key Charts to Watch in Global Commodity Markets This Week
[CNBC] Retail sales jumped 0.7% in March, much higher than expected
[Reuters] Goldman Sachs' profit beats as investment banking fuels highest earnings since 2021
[Yahoo/Bloomberg] China Drains Cash Via MLF for Second Month Amid Yuan Concern
[Reuters] China Vanke says it has plans in place amid short-term liquidity pressure
[Yahoo/Bloomberg] Vanke Readies $18 Billion of Assets as Collateral for New Loans
[CNBC] China accounted for two-thirds of new global coal plant capacity in 2023, report finds
[Axios] China's attacks on U.S. infrastructure aren't going anywhere
[CNBC] ‘Prelude to World War III’: World leaders react to Iran’s air attack against Israel
[NYT] A Huge Number of Homeowners Have Mortgage Rates Too Good to Give Up
[Reuters] Gulf markets dip in sign of investor concern after Iran attacks Israel
[Reuters] Oil seen opening up after Iran's attack on Israel, but further gains may depend on response
[Yahoo/Bloomberg] Markets weigh risk of retaliation cycle after Iran hits Israel
[Reuters] Iran warns Israel against retaliation, global powers urge restraint
[Reuters] Iran and Israel's open warfare after decades of shadow war
[Yahoo/Bloomberg] Middle East Enters Dangerous New Phase With Iran’s Drone and Missile Attack on Israel
[AP] Iran’s attack on Israel raises fears of a wider war, but all sides have also scored gains
[Bloomberg] Emerging Markets Battle Weak Currencies as Dollar Crushes Peers
[WSJ] America’s Bonds Are Getting Harder to Sell
[FT] Iran rolls dice in conflict with Israel
[FT] China coastguard blocks Philippines vessels as maritime tension grows
Q4 Review - 2023 Preview
Thursday, January 19, 2023 – 4:00pm Eastern / 2:00pm Mountain
David McAlvany
Doug Noland
Credit Bubble Weekly
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