Oil Jumps, but It’s Not the 1970s anymore: US Crude Oil Production Hits Record, Net Exports Soar, Imports Decline by Wolf Richter • Mar 3, 2026 • 22 Comments The US has become a large exporter of value-added petroleum products, including diesel and gasoline.
10-Year US Treasury Yield Flipflops, Spikes by 14 Basis Points to 4.07%, after Plunging to 3.93%, amid Massive Volatility by Wolf Richter • Mar 2, 2026 • 57 Comments It undid more than the entire haven trade that had started on Thursday and blew through the hot PPI inflation on Friday.
Drill Baby Drill for 20+ Years: US Natural Gas Production Jumps to Record, Exports via LNG & Pipeline Spike to Record in 2025 by Wolf Richter • Mar 2, 2026 • 29 Comments And the price of US natural gas fell back to where it had been 30 years ago.
Construction Spending on Data Centers, Factories, Powerplants, and Office Buildings: Boom, Bust, and in Between by Wolf Richter • Feb 28, 2026 • 34 Comments Despite the hoopla about data centers, spending on factory construction was five times larger.
Services PPI Inflation Explodes. Goods PPI Jumps as Companies Shuffle Tariffs to Each Other. Food & Energy Plunge by Wolf Richter • Feb 27, 2026 • 104 Comments It will further fuel the acceleration of the Fed-favored PCE Price Index.
AI, the Immigration Crackdown, and Mind-Blowing Overhiring in 2020-2022 Are Now Rattling the Labor Market by Wolf Richter • Feb 26, 2026 • 70 Comments Despite only tepid job creation by the private sector, unemployment remains historically low.
Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q4 2025 by Wolf Richter • Feb 25, 2026 • 64 Comments Despite the wailing about tapped-out, struggling and cracking consumers, the credit card delinquency rate dropped to multi-year low.
WHOOSH Goes Demand for Electricity. US Power Generation by Source in 2025: Natural Gas, Coal, Nuclear, Wind, Hydro, Solar, Biomass, Geothermal, Petroleum by Wolf Richter • Feb 24, 2026 • 96 Comments Amid a struggle to power AI data centers.
Biggest Single-Family Rental Landlords, Mom & Pop Landlords, and Trump’s Push to Block Big Guys from Buying More Homes by Wolf Richter • Feb 23, 2026 • 95 Comments It might not make much difference now, but it would during a housing crash.
US Treasury Debt-to-GDP Ratio Rises to 122% in Q4, Highest since Covid Spike by Wolf Richter • Feb 21, 2026 • 171 Comments The ugly debt monster grew faster than current-dollar GDP.
