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Credit Bubble Weekly • Feb 16 2024
February 16, 2024: Inflationary Biases

It was an illuminating week, especially Tuesday. January’s CPI data confirm that inflation is anything but dead and buried. Headline inflation rose 0.3% for [...]

Doug Noland Posted on Feb 16, 2024
Credit Bubble Daily • Feb 16 2024
Friday, February 16, 2024

[Reuters] S&P 500 slips into red after producer inflation data [CNBC] 10-year Treasury yield spikes above 4.3% after hot producer prices report [...]

Doug Noland Posted on Feb 16, 2024
Credit Bubble Daily • Feb 15 2024
Thursday, February 15, 2024

[Yahoo/Bloomberg] Stocks Up After S&P 500 Reclaims 5,000 Level: Markets Wrap [Reuters] Japan’s Nikkei pushes to fresh 34-year peak as chip shares [...]

Doug Noland Posted on Feb 15, 2024
Credit Bubble Daily • Feb 14 2024
Wednesday, February 14, 2024

[Yahoo/Bloomberg] Stocks, Bonds Reclaim Solid Ground After CPI Miss: Markets Wrap [Yahoo/Bloomberg] Global Bonds Erase All Gains Since Powell’s Pivot in [...]

Doug Noland Posted on Feb 14, 2024
Credit Bubble Daily • Feb 13 2024
Tuesday, February 13, 2024

[CNBC] Stocks fall after hotter-than-expected U.S. inflation data: Live updates [CNBC] 10-year Treasury yield shoots higher as January CPI is hotter than [...]

Doug Noland Posted on Feb 13, 2024
Credit Bubble Daily • Feb 12 2024
Monday, February 12, 2024

[Reuters] Stocks muted as caution looms ahead of data-packed week [Yahoo/Bloomberg] Oil Falls After Weekly Gain as Iran Signals Gaza Talks Progress [AP] [...]

Doug Noland Posted on Feb 12, 2024
Credit Bubble Daily • Feb 11 2024
Sunday, February 11, 2024

[Yahoo/Bloomberg] These Six Charts Explain How the CRE Debt Crisis Spread to Banks [Reuters] Jeff Bezos sells roughly $2 billion of Amazon shares [AP] American [...]

Doug Noland Posted on Feb 11, 2024
Credit Bubble Daily • Feb 10 2024
Saturday, February 10, 2024

[Reuters] Wall St Week Ahead: Market breadth suggests narrowing rally as S&P 500 hits records [CNBC] The most expensive home for sale in the U.S. goes up [...]

Doug Noland Posted on Feb 10, 2024
Wealth Management • Feb 10 2024
FOMO, POMO, and the Fleeting Sigh of Relief – February 9, 2024

FOMO, POMO, and the Fleeting Sigh of Relief This week the S&P 500 notched another record weekly close. It even managed to breach and hold above the [...]

Morgan Lewis Posted on Feb 10, 2024
Credit Bubble Weekly • Feb 10 2024
February 9, 2024: Deflation & Inflation

A few headlines: WSJ: “Deflation Tightens Grip on China’s Economy.” FT: “China’s Prices Fall at Fastest Rate in 15 years as Economy Battles [...]

Doug Noland Posted on Feb 10, 2024
Credit Bubble Daily • Feb 09 2024
Friday, February 9, 2024

[Yahoo/Bloomberg] Stocks Rise, Bond Yields Fall After CPI Revisions: Markets Wrap [Yahoo/Bloomberg] Treasury Yields Reach 2024 Highs With Inflation Back in [...]

Doug Noland Posted on Feb 9, 2024
Credit Bubble Daily • Feb 08 2024
Thursday, February 8, 2024

[Yahoo/Bloomberg] Stocks Fluctuate With S&P 500 on Cusp of 5,000: Markets Wrap [Yahoo/Bloomberg] China Stocks Rally Slows as Markets Enter Lunar New Year [...]

Doug Noland Posted on Feb 8, 2024
Credit Bubble Daily • Feb 07 2024
Wednesday, February 7, 2024

[Yahoo/Bloomberg] Bonds Slip Before Auction: Markets Wrap [Yahoo/Bloomberg] Treasuries Brace for Biggest-Ever 10-Year Auction to Test Demand [Yahoo/Bloomberg] [...]

Doug Noland Posted on Feb 7, 2024
Credit Bubble Daily • Feb 06 2024
Tuesday, February 6, 2024

[Yahoo/Bloomberg] Stocks, Bonds Pause as Traders Await More Fedspeak: Markets Wrap [Reuters] China stocks rebound sharply on renewed talk of official support [...]

Doug Noland Posted on Feb 6, 2024
Credit Bubble Daily • Feb 05 2024
Monday, February 5, 2024

[Yahoo/Bloomberg] Treasuries Extend Slide on Powell; Stocks Mixed: Markets Wrap [Yahoo/Bloomberg] Treasury Yields Jump as Traders Move to Price Out March Fed [...]

Doug Noland Posted on Feb 5, 2024
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