US LNG Exports in 2022 Match Qatar, #1 in the World. US Natural Gas Price Plunges 11% Today, 40% in 2 Weeks by Wolf Richter • Jan 3, 2023 • 120 Comments On Delays at restarting the explosion-damaged Freeport LNG export terminal and on weather forecasts.
Status of US Dollar as Global Reserve Currency: USD Exchange Rates Hit Foreign Exchange Reserves by Wolf Richter • Jan 1, 2023 • 157 Comments Complicated times for the dollar. The Chinese Renminbi, a distant also-ran, loses ground.
2022, Year of Face-Ripping Bear-Market Rallies that Got Crushed by Wolf Richter • Dec 30, 2022 • 159 Comments But history doesn’t repeat, it rhymes: For your amusement, a Nasdaq comparison to the Dotcom Bust.
Truck Congestion at Worst Bottlenecks (MPH), Barge Rates on the Mississippi (WHOOSH), China-US Container Freight Rates by Wolf Richter • Dec 30, 2022 • 100 Comments Three tidbits with charts from the Transportation Statistics Annual Report 2022.
Keeping an Eye on the Labor Market to See if the Fed’s Anti-Inflation Drug Started Working by Wolf Richter • Dec 29, 2022 • 103 Comments Maybe just a little. But not seeing the Great Loosening of the job market yet. Laid-off H-1B visa holders complicate the picture.
ECB’s Balance Sheet Plunges by €492 billion in One Week and by €850 Billion from Peak by Wolf Richter • Dec 28, 2022 • 86 Comments Monetary Rug-Pull? December dump in the markets anything to do with global QT?
Natural Gas Futures in Europe Plunge 77% from Crazy Spike by Wolf Richter • Dec 28, 2022 • 92 Comments Record supply of LNG from the US and other sources. Record supply from Norway via pipeline. Conservation, power production shift… It adds up.
The Most Splendid Housing Bubbles in America, December Update: Now Dallas, Las Vegas, Phoenix Plunge Fastest. San Francisco, Seattle, San Diego Down Most from Peak by Wolf Richter • Dec 27, 2022 • 209 Comments No dear, this is not seasonal.
The Most Astounding IPO Hype-and-Hoopla Show Ever Ends 2022 in Tears by Wolf Richter • Dec 26, 2022 • 87 Comments “The value of discipline is currently at an all-time high,” after years when the value of consensual hallucination was at an all-time high.
The Price of Easy Money Now Coming Due by Wolf Richter • Dec 25, 2022 • 216 Comments The Crazy Stuff & Asset Prices that arose during Easy Money are coming unglued as Easy Money ended.
