Amazing How Central Bank Money-Printing Reversed around the World after the Inflation Shock by Wolf Richter • Nov 27, 2025 • 20 Comments Balance sheets of the Fed, ECB, BOJ, BOE, and central banks of China, Canada, Australia, Switzerland, and India as % of GDP.
Despite their Ultra-Sour Mood, Americans Splurge at Restaurants & Bars like There’s No Tomorrow by Wolf Richter • Nov 26, 2025 • 150 Comments Far outdistancing inflation and blowing by food & beverage stores.
PPI Inflation Bounces Back by Wolf Richter • Nov 25, 2025 • 22 Comments Food and energy prices spiked in the delayed Producer Price Index for September.
AI-Spending War and AI-Debt Pile-Up Could Squeeze Share Buybacks by Wolf Richter • Nov 24, 2025 • 95 Comments Apple, Alphabet, Microsoft, Oracle, Meta, and Nvidia spent $1.1 trillion on share buybacks in 5 years to pump up their shares. That’s at risk.
The 14 Bigger Cities & Counties with the Biggest Price Declines of Single-Family Homes (-10% to -25%) from Peak to October by Wolf Richter • Nov 23, 2025 • 48 Comments Oakland, Austin, New Orleans, Manhattan, Lee County (Cape Coral, Fort Myers), Sarasota County, San Francisco, Birmingham, Washington DC, Denver, Phoenix, Contra Costa County…
Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q3 2025 by Wolf Richter • Nov 21, 2025 • 78 Comments Despite all moaning and groaning and sour feelings in consumer land, credit card delinquency rates improved further.
Federal Government Job Cuts Still Hitting Employment Data: The Labor Market by Major Industry in Charts by Wolf Richter • Nov 20, 2025 • 36 Comments Federal and state governments cut 122,000 employees this year through September. But other industries hired.
The 24 Bigger Cities where Condo Prices Have Dropped by 12% to 29% through October by Wolf Richter • Nov 19, 2025 • 46 Comments The Condo Bust deepens and spreads to more cities, unwinding some mindboggling Condo Bubbles.
Treasury Market Scuttles Hope for December Rate Cut, Doubts January Cut, after Hawkish Fed Minutes by Wolf Richter • Nov 19, 2025 • 31 Comments “Many participants suggested that … it would likely be appropriate to keep the target range unchanged for the rest of the year.”
Social Security Fiscal Year 2025: Trust Fund Balance, Income, Outgo, Deficit, and Interest Rates by Wolf Richter • Nov 18, 2025 • 83 Comments The deficit doubled, as benefit payments spiked in part due to the expansion of Social Security, while income rose only slowly.