Check out the new site - thecreditbubblebulletin.com. The “Timely Charts” on the home page and the “Financial Conditions” section of the “Charts” page were updated intraday as we monitor key market developments. Take special note of the move in the 30-year Dollar Swap Spread, High Yield CDS, and EM CDS, along with the rise in Treasury, UK, France and Japanese yields. Big tech stocks and bonds under notable pressure today.
Thursday, July 23, 2026
Thursday Afternoon Links
[Reuters] Wall St falls as tech earnings spark AI spending worries; oil hits $100
[CNBC] Brent crude crosses $100 after tankers reportedly struck off Saudi Arabia
[Axios] Exclusive: Trump "close" to decision on "massive attack" on Iran
[Reuters] Iran flew IRGC commanders, missile gear to Yemen's Houthis, sources say
[Reuters] US House passes $1 trillion defense bill despite Iran, Israel concerns
[Reuters] US Treasury bill issuance grows, heightens long-term risk
[AP] Average 30-year US mortgage rate climbs to 6.58%, highest level in nearly a year
[Yahoo/Reuters] US trade chief Greer aiming for 'interim arrangements' on USMCA by year end
[Reuters] Mexican economy falters in May as construction dips
[Bloomberg] Magnificent 7 Loses $767 Billion as AI Skeptics Dump Tech Stocks
[Bloomberg] Heat Worries US Wheat Farmers Just as Crop Prices Are Surging
[NYT] Iran War Live Updates: Attacks in Red Sea Send Oil Prices Over $100 a Barrel
[NYT] Trump Prepares Yet Another Strategy to Resurrect Global Tariffs
[FT] Hedge funds grow at fastest rate in history as AI boom lifts markets
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