This is the Weirdest US Labor Market I’ve Ever Seen by Wolf Richter • Apr 3, 2026 • 95 Comments Weak demand for labor and job destruction at federal & state governments should push up unemployment. But the supply of labor has plunged.
My Take on Auto Sales in March – Come to Think of it, My Take on the Tough & Ugly US Auto Market by Wolf Richter • Apr 2, 2026 • 81 Comments GM, Ford, Honda in a quagmire. Tesla now like GM & Ford. Stellantis & Nissan try to exit a death spiral. Toyota gains. Hyundai-Kia rocks from record to record.
The Massive Unsustainable Trade Deficit in Goods Has Improved Sharply. Tariffs Are Doing their Job by Wolf Richter • Apr 2, 2026 • 71 Comments The 6-month average trade deficit in goods fell to $80 billion, the least-bad since 2020.
Homes for Sale in California Rose to the 2nd Highest for March in at Least a Decade as Demand Withered: The Biggest Markets by Wolf Richter • Apr 1, 2026 • 36 Comments In the San Jose metro (Silicon Valley), active listings hit at least a 10-year record for March. But Orange County lags behind.
Retail Sales Plunged in February. But Huge Seasonal Adjustments Caused them to Jump. A Look at Both by Wolf Richter • Apr 1, 2026 • 11 Comments But what the heck happened at food & beverage stores?
Stasis in the US Labor Market: a Peculiar Situation by Wolf Richter • Mar 31, 2026 • 56 Comments Total separations drop to the lowest since 2015 beyond the lockdown months.
Farm Action’s Letter to Congress, Lambasting the Concentration of Fertilizer Makers and its Impact on Prices by Wolf Richter • Mar 31, 2026 • 44 Comments “These structural dynamics allow supply disruptions … to translate into rapid, outsized, and sustained price increases.”
Humana, Caught up in the Metastasizing Medicare Overbilling Scandal, Enters Our Imploded Stocks by Wolf Richter • Mar 30, 2026 • 69 Comments Government crackdown and legal entanglements take all the fun out of the Medicare Advantage plan bonanza.
Status of US Dollar as Global Reserve Currency: USD Share Drops to 31-Year Low as Central Banks Diversify into Other Currencies & Gold by Wolf Richter • Mar 28, 2026 • 81 Comments The spike of the “non-traditional reserve currencies.”
Update on the “Lock-in Effect” in the Housing Market: Below-3% & 4% Mortgages Fade Very Slowly by Wolf Richter • Mar 27, 2026 • 52 Comments Share of ARMs originations fell further and is at historic lows: FHFA’s National Mortgage Database.
