Pending Home Sales Plunge across the US. Midwest Sees Worst Sales on Record, Northeast 2nd Worst by Wolf Richter • Jan 21, 2026 • 111 Comments For the US overall, worst sales for any December on record. The housing market took a bad turn, from already low levels.
Japanese Government 30-Year Yield Explodes after Threats of Increased Spending & Tax Cuts: Bond Vigilantes Rising from their Graves? by Wolf Richter • Jan 20, 2026 • 56 Comments A bond market as strung out as Japan’s doesn’t want to hear about spending increases accompanied by tax cuts when inflation is already 3%.
Energy Inflation for Households: Electricity, Natural Gas Piped to the Home, Gasoline, and Other Fuels by Wolf Richter • Jan 19, 2026 • 87 Comments Demand for electricity has surged, and so has the price.
US Government Sold $654 Billion of Treasuries this Week, 10-Year Yield Spikes to 4.24%, Highest since Sep 2, despite 3 Rate Cuts by Wolf Richter • Jan 17, 2026 • 113 Comments The new supply: $138 billion of new 10-year Treasury notes replaced $66 billion of matured 10-year Treasury notes.
Condo Prices Now Below 2005-2007 Housing Bubble Peaks in 8 Cities, including Oakland, Chicago, and 2 Cities in Florida by Wolf Richter • Jan 16, 2026 • 26 Comments Condos are subject to huge booms and busts. But these cities are more special than others, so to speak.
Food Inflation Gets Hot, but Not Every Item: A Look at Beef, Chicken, Coffee, Eggs, Dairy, Fruit & Vegetables, “Other Foods” by Wolf Richter • Jan 15, 2026 • 74 Comments CPI for “Food at home” jumped in December and is up 30% since January 2020. The CPI for restaurant food is even hotter.
The Most Splendid Housing Bubbles in Canada, Dec 2025: Single-Family & Condo Prices Hit Multi-Year Lows in Toronto, Spike in Montreal, Quebec by Wolf Richter • Jan 15, 2026 • 10 Comments In between: Vancouver, Victoria, Hamilton-Burlington, Calgary, Ottawa, Halifax, Edmonton, Winnipeg.
Sales of Existing Homes in 2025 Drop to Lowest since 1995, Sellers Massively Yank Listings off the Market, Waiting for Spring by Wolf Richter • Jan 14, 2026 • 69 Comments Single-family home sales edged up in 2025, condo sales dropped further.
Bad-Joke Housing CPIs, Absurd Health Insurance CPI Still Mar Today’s CPI Report, Repress Year-over-Year CPI Inflation by Wolf Richter • Jan 13, 2026 • 209 Comments My frustration is boiling over. This is very serious. A lot depends on halfway accurate CPI inflation readings.
Household Money-Market Funds & Large CDs Hit Records despite Lower Yields. But Sorry, It’s Not “Cash on the Sidelines” by Wolf Richter • Jan 12, 2026 • 66 Comments Their balances ballooned even as prices of stocks, gold, silver, et al. surged to records. Everything surged. Almost.
