Credit Bubble Bulletin

Last week from The Institute of International Finance (IIF) (a summary from a members-only report): “Global debt has topped $250 billion – 3...

[Reuters] Stocks edge higher as China fuels trade deal optimism [Reuters] Oil holds near two-month high on OPEC+ extension expectations ...

[Reuters] Wall Street muted on doubts over progress in U.S.-China trade deal [Reuters] U.S. existing home sales rise more than expected in...

[Reuters] Wall Street edges lower after conflicting signals on trade [Reuters] Dollar dips as spotlight remains firmly on U.S./China trade...

[Reuters] Wall Street falls on concerns of U.S.-China trade deal delay [Reuters] Treasuries - U.S. yields tumble on continued U.S.-China t...

[Reuters] Wall Street lower as Hong Kong bill escalates U.S.-China tensions [Reuters] Sino-U.S. spat over Hong Kong knocks world shares of...

[Reuters] Retail sector weighs on Wall Street; Dow and S&P end lower [Reuters] Oversupply angst drags oil lower, stocks drift near hig...

[Reuters] S&P 500, Dow retreat from record levels as Home Depot, Kohl's weigh [Reuters] U.S. housing starts rebound; permits highe...

[Reuters] Asian shares soft as trade doubts creep back in [Reuters] Trump, Powell met Monday at White House to discuss economy [Reuters]...

[Reuters] Wall Street at record levels after U.S. extends Huawei reprieve [CNBC] Mood in Beijing about trade deal is pessimistic, governme...

[Reuters] Asia shares in waiting mode ahead of Fed, ECB events [Reuters] Currencies off to cautious start, China-U.S. trade deal in focus ...

[Reuters] China, U.S. had 'constructive' phone call on trade: Xinhua [MarketWatch] U.S. stock market at record but farm bankruptci...

[Reuters] China central bank to maintain prudent policy to prevent inflation from spreading [Reuters] China's PLA soldiers help clean ...

We shouldn’t read too much into one month. With a holiday week, October is typically a sluggish period for lending in China. But at $88 bi...