It’s Time to Pay Attention to Commercial & Industrial Loans by Wolf Richter • Jan 11, 2020 • 137 Comments This solid recession indicator is starting to concern me again.
The Wall Street Journal (and Other Media) Should Stop Lying About Repos by Wolf Richter • Jan 10, 2020 • 206 Comments My patience has been exhausted.
Fed Drains $45 Billion from Repo Market, back to Oct Level. T-Bill Purchases Continue. Assets Shrink by Most Since QT by Wolf Richter • Jan 9, 2020 • 78 Comments The week after the year-end Repo Chaos didn’t happen.
How Much Money Have Folks Already Lost Who Bought that Negative-Yielding 30-Year German Government Bond last August? by Wolf Richter • Jan 9, 2020 • 105 Comments Something funny’s happening in NIRP land: long-term yields are rising, negative yields are turning positive, and investors are getting punished for having handed their brains to central banks.
Average Mileage on “Rental Risk” Vehicles Sold to Used Car Market Spikes. But Prices Soar Too. What Gives? by Wolf Richter • Jan 8, 2020 • 55 Comments The Changing Supply of Used Vehicles.
Truckers Take “Wait and See Approach”: Equipment Orders, After Having Plunged, Stall at Low Levels by Wolf Richter • Jan 7, 2020 • 51 Comments Amid a shakeout among trucking companies & production cuts and layoffs among truck makers.
Australia’s New-Vehicle Sales Drop to Lowest Since 2011 by Wolf Richter • Jan 7, 2020 • 35 Comments Holden sales collapse. “Tough Year for the Australian Economy.”
Brick & Mortar Meltdown at the Movies: Neither Extra-Comfy Chairs Nor Bars Can Reverse the Trend by Wolf Richter • Jan 6, 2020 • 155 Comments Ticket sales plunged 31% per person on average since 2002. You can raise ticket prices only so much before the strategy backfires.
US New Car & Truck Sales in 2019 Fell Below Year 2000 Level, 3rd Year in a Row Below 2016 Peak by Wolf Richter • Jan 6, 2020 • 60 Comments But not all faced falling sales. The top automakers in charts.
Carmageddon Spreads to Canada by Wolf Richter • Jan 5, 2020 • 114 Comments Sales fall for second year in a row, as car sales collapse further and truck sales barely tick up.