Shipping Expenses in the US Go Through the Roof by Wolf Richter • Jan 13, 2022 • 101 Comments Amid transportation chaos & delays, high demand, soaring diesel prices, and labor shortages.
Purchasing Power of the Dollar Goes WHOOSH! by Wolf Richter • Jan 12, 2022 • 270 Comments Worst inflation in 40 years is spreading deeper into the economy.
Most Reckless Fed Ever: “Real” Federal Funds Rate Now the Most Negative Ever by Wolf Richter • Jan 12, 2022 • 159 Comments Even most junk bonds have negative “real” yields. And the Fed is still fueling this madness.
After the Shortage, a Glut? Semiconductor Sales Hit Record for 7th Month. Hundreds of Billions in New Investments Planned by Wolf Richter • Jan 12, 2022 • 76 Comments But will there be enough demand in 2023 or beyond for all this new capacity in such a cyclical industry?
Wage Price Spiral Takes Off, Companies Point at it: Albertsons Shares -8%, JP Morgan’s Dimon Sees “Huge Pressure” on Labor Market by Wolf Richter • Jan 11, 2022 • 175 Comments The Fed finally sees it too.
I Was Offered Fake 5-Star Reviews in Quantity of 10s on Google, Facebook, Tripadvisor, Yelp: Turns Out, They’re Amazingly Cheap by Wolf Richter • Jan 10, 2022 • 159 Comments They even use “software” to hide that the reviews came from India.
Buyers’ Strike Finally? Dynamics of Crazy Used-Vehicle Prices Weakened, Retail Sales Fell, Supply Ballooned to 23% Above Normal by Wolf Richter • Jan 9, 2022 • 157 Comments Are these crazy used-vehicle prices finally triggering some resistance among buyers?
Treasury Yields & Mortgage Rates Spike: Markets Begin to Grapple with Quantitative Tightening by Wolf Richter • Jan 8, 2022 • 198 Comments This is now moving fast.
Hard to Imagine the Labor Market Will Go Back to Pre-Pandemic Dynamics. Too Much Has Changed by Wolf Richter • Jan 7, 2022 • 224 Comments People got thrown out of a rut and thought about how to move forward differently. We can see that increasingly in the numbers.
New Vehicle Sales in 2021 at 1978 Level: 25 Years of Stagnation Interrupted by Plunges. But Prices Explode to WTF Level by Wolf Richter • Jan 6, 2022 • 177 Comments GM and Ford sport 6 year declines of -28% and -27%. Toyota blows all away, but still -7% from 2015. Hyundai-Kia sets new record. Captured in charts.