Why’s the Fed Talking up the (Lousy) Economy Just Now? by Larry Kummer • Dec 15, 2015 • 22 Comments They desperately want to raise rates, but….
A New Red Flag for Our Rosy Economic Scenario by Wolf Richter • Feb 10, 2015 • 8 Comments Wholesale inventories balloon to Lehman-Moment levels.
Walmart Raises Sales Outlook, Lowers Earnings Outlook, as Inflation Bites: Shares -10% Afterhours. Target, Amazon Sag by Wolf Richter • Jul 25, 2022 • 118 Comments Food sales are hot, but some other merchandise, “particularly apparel,” requires markdowns to get moving.
Worsening Inventory Pileup Rattles Goods-Based Economy by Wolf Richter • Mar 22, 2019 • 90 Comments And how it compares to what happened during the Financial Crisis.
Inventory Pileup Sounds Alarm for Goods-Based Economy by Wolf Richter • Feb 25, 2019 • 61 Comments “In 30 years, I’ve never seen anything like this”: CEO of warehouse operator Pacific Mountain Logistics.
Recession Watch: US Freight Drops to Worst Level since 2010, “Excess of Capacity” Crushes Rates by Wolf Richter • Sep 20, 2016 • 12 Comments “Overall shipment volumes are persistently weak.”
The Massive Prop Barely Holding up the US Economy Cracks by Wolf Richter • Jul 29, 2016 • 81 Comments “The so-called car recession”: Ford, AutoNation wave red flags.
Not a Plunge but a Long, Slow Grind Lower by Wolf Richter • Jun 24, 2016 • 75 Comments Without any real end in sight. That’s what’s different this time.
Recession Watch: Freight Volume Drops, Worst Level since 2010 by Wolf Richter • May 14, 2016 • 57 Comments Inventory glut, lousy consumer demand, weak global economy…
Recession Watch: Inventory Glut, Iffy Consumer Demand Sink US Freight Volume by Wolf Richter • Apr 19, 2016 • 21 Comments Worst March, worst first quarter since 2010.
