Credit Bubble Bulletin

[Reuters] Hong Kong's mortgage lenders doing booming business in the shadows [Barron's] Man vs. Machine: How Has Indexing Changed ...

[Bloomberg] U.S. Squeezes Steel Concessions From G-20 After Tariff Threat [Reuters] G20 communique agreed apart from climate issue: EU off...

“Generally speaking (depending on the country), it is appropriate for central banks to lessen the aggressiveness of their unconventional pol...

[Reuters] Wall Street climbs after jobs data as tech, financials rise [Bloomberg] Cross-Asset Quants Are Facing Their Worst Losses in a De...

[Bloomberg] U.S. Stocks, Dollar Rise as Jobs Data Top Estimate: Markets Wrap [Bloomberg] U.S. Hiring Accelerates While Wage Growth Stays F...

[Bloomberg] U.S. Stocks Drop Most Since May, Bond Rout Worsens: Markets Wrap [Bloomberg] Bond Wipeout Prompts U.S. Treasury Bulls to Rush ...

[Bloomberg] U.S. Stocks Retreat as Sovereign Bond Drop Deepens: Markets Wrap [Bloomberg] Surge in German Bond Yields Triggers Fresh Rout i...

[Bloomberg] Stocks, Dollar Gain Amid Fed Minutes as Oil Drops: Markets Wrap [CNBC] US crude sinks 4.1%, settling at $45.13 and ending long...

[Bloomberg] U.S. Stocks Retreat as Dollar, Treasuries Advance: Markets Wrap [Bloomberg] Oil Tumbles as Russia Is Said to Oppose Deeper Pro...

[Bloomberg] Yen, Gold Rise as Asia Stocks Set for Muted Start: Markets Wrap [Reuters] EU clears Italy's $6 billion state bailout fo...

[Bloomberg] Havens Advance as Missile Test Rattles Traders: Markets Wrap [Bloomberg] States Mired in Budget Paralysis Defy Eight-Year Reco...

[Bloomberg] Stocks Head for Higher Start in Asia, Yen Declines: Markets Wrap [Bloomberg] ‘Regime Change’ at BOJ Would Boost Confidence, Sa...

[Bloomberg] U.S. Stocks Mixed as Tech Slips, Dollar Advances: Markets Wrap [Reuters] Illinois House passes $5 billion tax package [Reute...

[Bloomberg] Yen Pares Gain After Abe Setback; Stocks to Rise: Markets Wrap [Bloomberg] Scandal-Hit Abe Plunged Into Crisis After Tokyo Ele...

[Bloomberg] Qatar Defiance Fuels Stock Declines as Neighbors' Deadline Looms [Reuters] May could walk out of Brexit talks over exit bi...

[Reuters] ECB working on move away from ultra-easy policy: Weidmann [Bloomberg] Weidmann Meets the People With Reassurances on ECB Policy ...

The past week provided important support for the “peak monetary stimulus” thesis. There is mounting evidence that global central bankers ar...