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Credit Bubble Daily • Apr 15 2024
Monday, April 15, 2024

[Yahoo/Bloomberg] Oil Steadies, Treasuries Dip as Iran Stresses Ease: Markets Wrap [Yahoo/Bloomberg] Metals Whipsawed as Sanctions on New Russian Supplies [...]

Doug Noland Posted on Apr 15, 2024
Credit Bubble Daily • Apr 14 2024
Sunday, April 14, 2024

[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 [...]

Doug Noland Posted on Apr 14, 2024
Wealth Management • Apr 13 2024
Under Pressure – April 12, 2024

Under Pressure Last week HAI featured a very notable comment from economist Mohamad El-Erian. This week let’s start there. Following the latest FOMC [...]

Morgan Lewis Posted on Apr 13, 2024
Credit Bubble Daily • Apr 13 2024
Saturday, April 13, 2024

[Reuters] Iran seizes cargo ship in Strait of Hormuz after threats to close waterway [Reuters] Wall St Week Ahead Surging US energy shares reflect robust [...]

Doug Noland Posted on Apr 13, 2024
Credit Bubble Weekly • Apr 13 2024
April 12, 2024: Trouble Brewing in Financial Asset Wonderland

Unique “global government finance Bubble” dynamics some years back compelled an adjustment to one of my favorite maxims. Instead of doubling, Bubbles [...]

Doug Noland Posted on Apr 13, 2024
Credit Bubble Daily • Apr 12 2024
Friday, April 12, 2024

[Yahoo/Bloomberg] Gold Jumps to Top $2,400 as Middle East Risks Stoke Demand [Yahoo/Bloomberg] Stocks Drop as Traders Parse Big Bank Earnings: Markets Wrap [...]

Doug Noland Posted on Apr 12, 2024
Credit Bubble Daily • Apr 11 2024
Thursday, April 11, 2024

[Yahoo/Bloomberg] Stocks, Bonds Slip on Fading Rate-Cut Hopes: Markets Wrap [Yahoo/Bloomberg] Gold Steadies After Stumbling on Resilient US Inflation [Reuters] [...]

Doug Noland Posted on Apr 11, 2024
Credit Bubble Daily • Apr 10 2024
Wednesday, April 10, 2024

[CNBC] Dow drops 400 points after hotter-than-expected inflation report: Live updates [CNBC] 10-year Treasury yield jumps back above 4.5% after CPI tops [...]

Doug Noland Posted on Apr 10, 2024
Credit Bubble Daily • Apr 09 2024
Tuesday, April 9, 2024

[Yahoo/Bloomberg] Bonds Recover With Traders on US Inflation Watch: Markets Wrap [Yahoo/Bloomberg] Gold Hits Another Record as Investors Await US Inflation [...]

Doug Noland Posted on Apr 9, 2024
Credit Bubble Daily • Apr 08 2024
Monday, April 8, 2024

[Yahoo/Bloomberg] Bonds Drop as Traders Trim Rate-Cut Expectations: Markets Wrap [Yahoo/Bloomberg] Gold Climbs to New Record Before Pivotal US Inflation Print [...]

Doug Noland Posted on Apr 8, 2024
Credit Bubble Daily • Apr 07 2024
Sunday, April 7, 2024

[Yahoo/Bloomberg] China PBOC Buys Gold for 17th Month as Prices Hit Record [Yahoo/Bloomberg] China’s Yuan Red Line Response Has Traders Eyeing Monday Fix [...]

Doug Noland Posted on Apr 7, 2024
Wealth Management • Apr 06 2024
A New Set of Rules – April 5, 2024

A New Set of Rules This week, the stock market finally took a breather with just its fifth weekly decline in the last 22 weeks. Despite the off week for [...]

Morgan Lewis Posted on Apr 6, 2024
Credit Bubble Daily • Apr 06 2024
Saturday, April 6, 2024

[Reuters] US on high alert for Iran threat in region after Israeli strike in Syria [AP] When will Fed cut rates? As US economy flexes its muscles, maybe later [...]

Doug Noland Posted on Apr 6, 2024
Credit Bubble Weekly • Apr 06 2024
April 5, 2024: Global Ring of Fire

Money Market Fund Assets (MMFA) surged $70.5 billion last week to a record $6.111 TN. MMFA have ballooned $1.553 TN, or 34.1%, since the Fed initiated its [...]

Doug Noland Posted on Apr 6, 2024
Credit Bubble Daily • Apr 05 2024
Friday, April 5, 2024

[Yahoo/Bloomberg] Stocks Gain After Strong Jobs Data: Markets Wrap [Yahoo/Bloomberg] Oil Holds Above $90 After Middle East Tensions Push Brent Higher [...]

Doug Noland Posted on Apr 5, 2024
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