Credit Bubble Bulletin

- Chronicling History's Greatest Financial Bubble

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Friday, July 31, 2026

Friday Evening Links

[Axios] Trump considering strikes on Iranian energy targets within days

[Yahoo/Reuters] Warsh raised changing frequency of Fed policy meetings, NYT reports

[CNBC] How Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days

[Reuters] OpenAI finds evidence other AI agents escaped containment as it widens hacking probe

[Reuters] US Treasury informed banks that it may intervene in Japan's yen, source says

[Bloomberg] US Treasury Weighs Repo Entry That Could Reshape Funding Markets

[Bloomberg] Muni Market Has Worst July Since 2003, Veering From Typical Summer Pattern

[Bloomberg] Data Center Boom Fueling Demand for Workforce Housing

[NYT] Warsh Considers Reducing Frequency of Fed Policy Meetings

[NYT] Inside the Meltdown of a Wunderkind’s A.I. Hedge Fund

[NYT] U.S. Raises Threat of Steep Water Cuts in Lower Colorado River Basin

[WSJ] Trump Orders Fresh Strikes on Iran to Spur Surrender

[FT] Citadel’s swoop on Situational Awareness helped stem a $3tn AI rout

[FT] US Treasury warns banks it may intervene in yen

at 7/31/2026 03:24:00 PM
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