Doug Noland

Credit Bubble Bulletin

Contributor since: 26 Jan 2015

Contact Contributor

Biography

• Quasi-Capitalism and Crowded Trades

  Published 01 May 2015 | viewed 0 times

  May 1 - Reuters (Jamie McGeever): "The calm on global financial markets masks a growing threat to their smooth functioning should shrinking liquidity morph into…

• Pro-Bubble

  Published 24 April 2015 | viewed 0 times

  The lesson should have been learned by 1994. After a period of extraordinarily loose monetary policy, bloody market chaos was unleashed when the Fed bumped…

• Horrible Risk Versus Reward

  Published 17 April 2015 | viewed 0 times

  I found myself this week thinking back to last May, shortly after Ben Bernanke began his (reportedly) $250,000 dinner meetings. May 6 - Bloomberg: "David…

• A Tale of Two Entangled Super Bubbles

  Published 10 April 2015 | viewed 0 times

  "This past month may be remembered as the moment the United States lost its role as the underwriter of the global economic system. True, there…

• A Progressively Maladjusted 'Economic Sphere'

  Published 27 March 2015 | viewed 0 times

  March 27 - Bloomberg (by Christopher CondonIan Katz): "Federal Reserve officials, fresh from the latest round of tests designed to ensure the safety of the…

• True Ultra-Dovishness

  Published 20 March 2015 | viewed 0 times

  The S&P500 rallied 45 points (2.2%) intraday on Federal Reserve Wednesday, to end the session with a 1.2% gain. The dollar index traded with an…

• Financial Repression Authority with Doug Noland

  Published 17 March 2015 | viewed 0 times

  Special Guest: Douglas C. Noland, former Vice President, Federated Income Securities Trust and senior portfolio manager of Federated Prudent Bear Fund, Federated Prudent DollarBear Fund…

• EM Contagion and a New Z.1

  Published 13 March 2015 | viewed 0 times

  With the (king) U.S. dollar index trading Friday above 100 for the first time since 2003, the unfolding EM - ongoing "global reflation trade" -…

• King Dollar Tipping Point

  Published 07 March 2015 | viewed 0 times

  The U.S. unemployment rate has dropped to 5.5%, cut almost in half from the 2009 high. The rate is down 1.2 percentage points from a…

• Periphery Fragility List

  Published 28 February 2015 | viewed 0 times

  There's a natural ebb and flow to financial markets. It can be clear-cut Greed versus Fear - but often it's more leaning Risk Embracement or…

• The Curse of Moneyness

  Published 21 February 2015 | viewed 0 times

  "In all speculative episodes there is always an element of pride in discovering what is seemingly new and greatly rewarding in the way of financial…

• Store of Value

  Published 14 February 2015 | viewed 0 times

  If I had my druthers, politics would be kept a safe distance apart from economic analysis. The economics profession, however, is guided by a policymaking…

• What Happened to Deleveraging?

  Published 07 February 2015 | viewed 0 times

  Bloomberg's Simon Kennedy did a nice job with "A World Overflowing With Debt," as did the Financial Times' Ralph Atkins with "Debt Mountains Spark Fears…

• Dangerous Games of Chicken

  Published 31 January 2015 | viewed 0 times

  It's difficult to imagine more challenging analysis. The global nature of the current Credit Bubble creates dynamics and complexities dissimilar to previous Bubble cycles. There…

• Draghi's Do Whatever it Takes Beats Estimates

  Published 26 January 2015 | viewed 0 times

  Originally posted January 23, 2015. As always, the CBB is expression of my own views. It is in no way intended as investment advice. My…