Credit Bubble Bulletin

[CNBC] S&P 500 higher after more encouraging inflation data; Cisco weighs on Nasdaq: Live updates [CNBC] Oil prices drop as investors we...

[CNBC] Stock futures are little changed as traders await more inflation data: Live updates [CNBC] Strait of Hormuz ship traffic near three-m...

[Reuters] Strong AI earnings lift S&P 500, Nasdaq as inflation data calms rate-hike jitters [Reuters] Oil dips on demand forecasts, glob...

[CNBC] Stocks rise after tame inflation data; AI-related shares jump: Live updates [Reuters] Global stocks hold gains after in-line US CPI [...

[CNBC] Stock futures are little changed ahead of Wednesday’s big inflation report: Live updates [Yahoo/Reuters] Wall Street falls as US-Iran...

[CNBC] S&P 500 falls into the red as unraveling Iran situation overhangs market: Live updates [AP] US existing homes fall 1.7% in July a...

[CNBC] S&P 500 is little changed as oil prices stabilize, Nvidia gains: Live updates [Reuters] Oil prices rise, Asia stocks drift amid U...

[CNBC] Stock futures are steady as investors weigh Iran, Hormuz deal prospects: Live updates [Yahoo/Bloomberg] Bessent’s Whatever-It-Takes Y...

[Reuters] Wall St muted as markets monitor Hormuz situation; data awaited  [Yahoo/Reuters] Oil rises 4% as Iran, US both demand compensation...

[CNBC] Stocks are little changed as traders watch for Strait of Hormuz deal, inflation data: Live updates [Yahoo/Reuters] Oil rises nearly 2...

[CNBC] S&P 500 futures slip as traders watch for Strait of Hormuz deal, inflation data: Live updates [Reuters] Oil rises as uncertainty ...

[Reuters] Wall St Week Ahead Inflation data to test record-setting US stocks, Fed rate views [Reuters] Iran says Oman deal is in 'final ...

[CNBC] A record-breaking week for options powers S&P 500 surge; volatility gauge is near 2026 low [AP] Iran makes new strait demands, th...

Let’s start with weak July non-farm payrolls. For now, I’ll continue to downplay weak payroll data (loss of 23k vs. expectations of 80k gain...