Credit Bubble Bulletin

[Reuters] Wall Street lower on fresh trade fears [Reuters] Investors run for safety amid threat of broader U.S.-China spat [Reuters] Pre...

[NYT] Trump Administration Could Blacklist Chinese Surveillance Technology Firm [Reuters] Tech stocks pull Wall Street higher as U.S. ease...

[Yahoo/Bloomberg] U.S. Stocks Climb on Huawei Reprieve; Bonds Mixed: Markets Wrap [CNBC] Home sales fell in April despite a big drop in mo...

[Reuters] Asian shares near four-month lows on Huawei fallout fears [Reuters] Wall St. lower as tech stocks sell-off on Huawei fallout wor...

[Reuters] Stock markets slide as worries about Huawei fallout mount [Reuters] Oil surges after OPEC indicates it will maintain output cuts...

[Reuters] Asian shares steady after steep losses; Saudi comments lift oil [CNBC] Trump warns Iran not to threaten the US: ‘That will be th...

[Reuters] Mideast Stocks - Property pulls down Dubai as most Gulf markets lower [Reuters] China's central bank says to keep yuan stabl...

[Reuters] Wall Street Weekahead: Tariffs could lead to markdowns in retail shares [Reuters] China's top diplomat calls for U.S. restra...

Let’s begin with the markets. Ten-year Treasury yields dropped eight bps this week to 2.39%, nearing the March 27th low (2.37%). Two-year ...