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Credit Bubble Daily • May 07 2024
Tuesday, May 7, 2024

[Yahoo/Bloomberg] Stocks Gain on Bank Earnings, Rate Cut Optimism: Markets Wrap [Yahoo/Bloomberg] Global Bond Rally Faces Supply Test as US Refunding Kicks Off [...]

Doug Noland Posted on May 7, 2024
Credit Bubble Daily • May 06 2024
Monday, May 6, 2024

[Yahoo/Bloomberg] Stocks Rally as Confidence in Fed Wagers Grows: Markets Wrap [Yahoo/Bloomberg] Yen Wipes Out Friday’s Gain as Market Focus Returns to Yield [...]

Doug Noland Posted on May 6, 2024
Credit Bubble Daily • May 05 2024
Sunday, May 5, 2024

[Yahoo/Bloomberg] Yellen Counsels Caution on Currency Intervention After Yen Surge [Bloomberg] Souring Profit Outlooks Threaten S&P 500’s 20% Rally [...]

Doug Noland Posted on May 5, 2024
Wealth Management • May 04 2024
Stagflationary Winds – May 3, 2024

Stagflationary Winds Last week, HAI noted this author’s suspicion that inflation will not be the dominant driver of Fed policy. Instead, signs of a weakening [...]

Morgan Lewis Posted on May 4, 2024
Credit Bubble Daily • May 04 2024
Saturday, May 4, 2024

[AP] Egypt media cite progress in truce talks as Israel downplays chances of end to war with Hamas [Yahoo/Bloomberg] Bond Market Parties On as Jobs Data Revive [...]

Doug Noland Posted on May 4, 2024
Credit Bubble Weekly • May 04 2024
May 3, 2024: Instability

The Japanese yen (dollar/yen) traded Monday to 160.17, the first time above 160 since April 1990. The yen rallied to 154.54 after purported intervention. The [...]

Doug Noland Posted on May 4, 2024
Credit Bubble Daily • May 03 2024
Friday, May 3, 2024

[Reuters] Wall Street sharply higher on soft jobs data [Yahoo/Bloomberg] Yen Volatility Threatens to Derail One of the Year’s Best Trades [Yahoo/Bloomberg] [...]

Doug Noland Posted on May 3, 2024
Tactical Short Calls • May 02 2024
Tactical Short 1st Quarter 2024 Recap

Dovish Pivot to Melt-Up to Instability   Disclaimer: Advisory services are offered by McAlvany Wealth Management, an investment adviser registered with [...]

Doug Noland Posted on May 2, 2024
Credit Bubble Daily • May 02 2024
Thursday, May 2, 2024

[Yahoo/Bloomberg] Stocks Gain as Rates Relief Sets In: Markets Wrap [Reuters] Yen weakens, paring sharp rise after suspected intervention [Yahoo/Bloomberg] Yen [...]

Doug Noland Posted on May 2, 2024
Credit Bubble Daily • May 01 2024
Wednesday, May 1, 2024

[Yahoo/Bloomberg] Stocks Slide With Markets Bracing for Powell: Markets Wrap [Reuters] Dollar near five-month high ahead of Fed policy decision [...]

Doug Noland Posted on May 1, 2024
Credit Bubble Daily • Apr 30 2024
Tuesday, April 30, 2024

[Yahoo/Bloomberg] Stocks Set for Monthly Drop as Traders Await Fed: Markets Wrap [Yahoo/Bloomberg] Oil Recovers Near $83 With Focus on Middle East Cease-Fire [...]

Doug Noland Posted on Apr 30, 2024
Credit Bubble Daily • Apr 29 2024
Monday, April 29, 2024

[Yahoo/Bloomberg] Earnings Keep Stocks Aloft at Start of Fed Week: Markets Wrap [Yahoo/Bloomberg] Yen Rebounds Strongly After First Slide Past 160 Since 1990 [...]

Doug Noland Posted on Apr 29, 2024
Credit Bubble Daily • Apr 28 2024
Sunday, April 28, 2024

[Yahoo/Bloomberg] Powell Is Poised to Keep Fed on Higher-for-Longer Path [Yahoo Finance] A Fed meeting, jobs report, and more Big Tech earnings: What to know [...]

Doug Noland Posted on Apr 28, 2024
Wealth Management • Apr 27 2024
We Are In It Now – April 26, 2024

We Are In It Now Since inflation data began picking up again in the first three months of the year, the drumbeat of higher-for-longer interest rate policy has [...]

Morgan Lewis Posted on Apr 27, 2024
Credit Bubble Daily • Apr 27 2024
Saturday, April 27, 2024

[Reuters] Wall St Week Ahead Lofty US stocks leave investors punishing earnings disappointments [Reuters] US regulators seize troubled lender Republic First, [...]

Doug Noland Posted on Apr 27, 2024
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