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…
ECB Admits: “We’re the Magic People” in a Clown Show by Don Quijones • May 14, 2016 • 43 Comments Negative-Interest-Rate absurdity is another “rabbit out of the hat.”
Chinese Government Now Fretting about Auto Industry by Wolf Richter • May 13, 2016 • 31 Comments Commercial Vehicle Overcapacity at Catastrophic Levels.
US Companies Stockpile the Profit “Overseas.” But where the Heck is the Money? by Wolf Richter • May 13, 2016 • 77 Comments The Stockpilers.
Silicon Valley Commercial Property Boom Ends, Totally Exposed to Big-5: Apple, Google, Facebook, Amazon, LinkedIn by Wolf Richter • May 12, 2016 • 25 Comments This could get very ugly!
Mergers Collapse, Bubble Deflates, Debris Hits Hedge Funds by Wolf Richter • May 12, 2016 • 70 Comments The “arbs” got caught on the wrong side of the M&A collapse.
Who’s Really Most Afraid of Brexit? And Why? by Don Quijones • May 11, 2016 • 52 Comments Follow the money.
China Inc. Tries to Buy the World, with Impeccable Timing by Wolf Richter • May 11, 2016 • 64 Comments New king of foreign M&A, at peak prices, funded by state-owned banks.
Can Saudi Arabia Really Break Its Dependence On Oil? by Gregory Brew • May 11, 2016 • 34 Comments Could Vision 2030 be all “smoke and mirrors?”
Another Asset Bubble Cracks: Art Sales Plunge by Wolf Richter • May 10, 2016 • 81 Comments “As far as I am concerned, this is a catastrophe.”