Thursday, July 16, 2026

It's Time to Closely Monitor the Financial Conditions Indicators

Check out the new site - thecreditbubblebulletin.com.  The “Timely Charts” on the home page and the “Financial Conditions” section of the “Charts” page are updated daily to help monitor for key market developments. 

Thursday Afternoon Links

[CNBC] S&P 500 falls as chip stocks weigh on market again: Live updates 

[Yahoo/Reuters] Oil prices dip but hold near highest in a month on Middle East tensions

[Reuters] Live: Trump and Iran trade threats over infrastructure targets, Tehran vows to defend Strait of Hormuz

[AP] US expands attacks on Iran, which calls Strait of Hormuz a ‘red line’ as it retaliates

[CNBC] Dallas Fed President Logan calls for ‘modestly’ higher interest rates

[Axios] AI buildout creates employment bottlenecks

[Yahoo/Bloomberg] Oracle Risks Falling Behind in AI Race as Spending Binge Bites

[AP] Trump administration races the clock to rebuild US tariff wall knocked down by Supreme Court

[AP] Brazil calls Trump’s 25% tariff unjustifiable, vows to impose reciprocal tariffs

[Axios] Spending won't crack, despite dreadful consumer sentiment

[AP] Average 30-year US mortgage rate climbs to 6.55%, highest level in nearly a year

[Yahoo/Reuters] US home builder sentiment falls in July amid affordability challenges

[Axios] White House teleprompter operator investigated over alleged Kalshi trades on Trump speeches

[Bloomberg[ Fed’s Schmid Says Inflation Too Hot, Above Target Too Long

[Bloomberg] Dark Ships and Oman Transfers Indicate Hormuz Transits Continue

[Bloomberg] Scientists Affirm Climate Change Fuels Extreme Weather

[NYT] Americans Are Spending, and Not Just on Necessities

[WSJ] Trump Media to Sell Faster Access to President’s Social Posts

[FT] Trump administration warns leftwing extremism is ‘fatal cancer to civilisation’

[FT] Russian strikes threaten Ukraine’s Black Sea grain trade