Doug Noland

Credit Bubble Bulletin

Contributor since: 26 Jan 2015

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• Party Crashing

  Published 03 October 2015 | viewed 0 times

  October 2 - Reuters (Ann Saphir): "Letting the U.S. economy run at 'high-pressure' for a while by keeping interest rates relatively low will help push…

• New World Disorder

  Published 26 September 2015 | viewed 0 times

  The Federal Reserve is flailing and global currency markets are in disarray. Notably, the Brazilian real dropped more than 10% in five sessions, before Thursday's…

• Now What?

  Published 19 September 2015 | viewed 0 times

  September 18 - Reuters: "The world's leading central banks are facing the risk that their massive efforts to revive economic growth could be dragged down…

• China Hardens Peg and Brazil Goes to Junk

  Published 12 September 2015 | viewed 0 times

  Let's this week begin with a cursory glance at the world through the eyes of the bulls. First, the global backdrop provides the Fed convenient…

• The Unwind

  Published 05 September 2015 | viewed 0 times

  Too often it's as if I'm analyzing an altogether different world than conventional analysts. My strong preference is to be viewed as an adept and…

• 'Carry Trades' and Trend-Following Strategies

  Published 29 August 2015 | viewed 0 times

  The week commenced with yet another "flash crash." The August 2015 version was notable for its ferocity and impressive global scope. Then there was the…

• It's Always Worse Than You Think

  Published 22 August 2015 | viewed 0 times

  August 17 - Reuters Breakingviews (Edward Chancellor): "Financial markets, like religions, are faith-based networks. The complex structures of assets and liabilities that comprise markets are…

• China

  Published 15 August 2015 | viewed 0 times

  I figured I would surprise readers this week and focus on China. There's been a lot written and spoken this past week. My challenge is…

• Core of the Core

  Published 08 August 2015 | viewed 0 times

  There just can't be a more fascinating endeavor in finance (anywhere?) than analyzing Credit and speculative Bubbles. Such undertakings do not come without challenges. I've…

• Money and Spheres

  Published 01 August 2015 | viewed 0 times

  In a tiny subsection of the analytical world, analysis is becoming more pointed and poignant. I appreciate Bill Gross's August commentary, where he concluded: "Say…

• Same Old Same Old

  Published 25 July 2015 | viewed 0 times

  A Friday Bloomberg headline is a good place to begin this week's CBB: "Emerging Market Currencies Tumble to Record Low in 'Violent' Selloff." From Ye…

• Weekly Commentary: Lessons of 2004

  Published 18 July 2015 | viewed 0 times

  I've had similar feelings before, though I recall being less apprehensive. The years 1999 and 2007 are etched upon my mind. The bustling of automobiles…

• Broken

  Published 11 July 2015 | viewed 0 times

  The Shanghai Composite rallied 10% this week, enjoying the "biggest two-day rebound since 2008." Friday saw Germany's DAX surge 2.9%. French, Spanish and Italian equities…

• The Triad

  Published 04 July 2015 | viewed 0 times

  So how big of a deal is the Triad of Turmoil unfolding in Greece, China and Puerto Rico? Thus far, general contagion has been minimal.…

• Coming Home

  Published 20 June 2015 | viewed 0 times

  My Mac is on a moving truck somewhere between Pittsburgh and Eugene. Moving cross-country entails some work. But it's exciting to be returning home after…

• Just The Facts

  Published 05 June 2015 | viewed 0 times

  My apologies. I had commitments today and was unable to find the time to write. For the Week: The S&P500 declined 0.7% (up 1.6% y-t-d),…

• Out of Thin Air

  Published 29 May 2015 | viewed 0 times

  In its basic form, Credit is someone's promise to pay "money" at some point in the future. Credit instruments are an "IOU." Importantly, new Credit/"IOUs"…

• Paying for the Past: Insight from Lindsey, Fisher and Greenspan

  Published 22 May 2015 | viewed 0 times

  The Peterson International Institute for International Economics this week held it's sixth annual "Fiscal Summit," a wide-ranging and critical discussion of issues facing our nation.…

• Today's New Paradigm

  Published 15 May 2015 | viewed 0 times

  As an analyst of Bubbles, I've grown convinced of some things: First, it's vital to recognize Bubble distortions early before they become deeply ingrained in…

• The End is Near!

  Published 08 May 2015 | viewed 0 times

  Bill Gross penned another interesting commentary, "A Sense of an Ending." The title comes from a Julian Barnes novel, of which Gross pulls the following…