Credit Bubble Bulletin

Global Markets rallied sharply this week. The DJIA rose 223 points to a record 21,638. The S&P500 gained 1.4% to a new all-time high. ...

[Bloomberg] S&P 500 Hits Record as Inflation View Turns Iffy: Markets Wrap [Bloomberg] Inflation Data Weakens the Fed's Case for A...

[Bloomberg] Bonds Gain, Stocks Steady as CPI Tests Fed Resolve: Markets Wrap [Reuters] US Consumer Price Index unchanged in June vs 0.2% i...

[Bloomberg] U.S. Stocks Rise, Treasuries Slide as Oil Rebounds: Markets Wrap [Reuters] Trump says he is considering quotas, tariffs on Chi...

[Bloomberg] Relief Rally Spurs Stocks to Record; Dollar Falls: Markets Wrap [Reuters] ECB to announce winding down of bond purchases in Se...

[Bloomberg] U.S. Stocks, Bonds Jump on Go-Slow Fed; Oil Climbs: Markets Wrap [Reuters] Fed's Yellen says rate and portfolio plans on t...

[Bloomberg] U.S. Stocks, Bonds Jump on Go-Slow Fed; Oil Climbs: Markets Wrap [Reuters] Oil rises above $48 as API reports drop in U.S. fue...

[Reuters] Trump seen replacing Yellen at Fed with NEC's Cohn: Politico [Reuters] Wall Street partly recovers after falling on Trump Jr...

[Bloomberg] Stocks Follow Crude Prices Lower as Dollar Climbs: Markets Wrap [Bloomberg] Oil Slides as Saudi Arabia Is Said to Produce Abov...

[Bloomberg] U.S. Stocks Rise on Tech Bounce, Commodities Gain: Markets Wrap [Bloomberg] Quant Funds That Chase Trends Are This Year's ...

[Bloomberg] U.S. Stocks Rise on Tech Bounce, Commodities Gain: Markets Wrap [Reuters] Oil falls as evidence points to rising global supply...

[Bloomberg] Stocks Signal Small Gain as Bonds Remain Pressured: Markets Wrap [Reuters] Plan for U.S. tax increase on rich not being consid...

[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...