Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q2 2025 by Wolf Richter • Aug 19, 2025 • 30 Comments Our Drunken Sailors and their Credit Cards.
The Most Splendid Housing Bubbles in America, July 2025: The Price Drops & Gains in 33 Large Expensive Metros by Wolf Richter • Aug 18, 2025 • 105 Comments Home prices fell YoY in 20 of our 33 metros: Tampa, Austin, Miami, San Diego, San Jose, San Francisco, San Antonio, Dallas, Phoenix, Orlando, Atlanta, Denver, Raleigh, Houston, Seattle… Some still up YoY: Boston, Chicago, New York, Philadelphia…
My Thoughts about those July Retail Sales by Wolf Richter • Aug 15, 2025 • 113 Comments Drunken Sailors going about their lives, spending money, moving the economy forward.
Core Services PPI Explodes, Worst since March 2020, Causes Overall PPI and Core PPI to Explode by Wolf Richter • Aug 14, 2025 • 223 Comments Food prices also spiked. Energy prices surged due to diesel, jet fuel, and industrial electric power. Ugly all around.
Inventory of Homes for Sale in New York, Philadelphia, Chicago, Boston, Nashville, Atlanta, Washington DC, Columbus, Detroit, Minneapolis by Wolf Richter • Aug 13, 2025 • 68 Comments Each market dances to a different drummer. But in some metros, the drummer hasn’t gotten out of bed yet.
Fed’s Nightmare: CPI Inflation in Core Services Worst in 6 Months, Pushing Core CPI to Worst in 6 Months. Some Goods Prices Fell, Others Rose by Wolf Richter • Aug 12, 2025 • 209 Comments The shocker for the 2nd month was the re-acceleration of inflation in core services, the biggie, accounting for 60% of overall CPI.
Serious Delinquency Rates for Subprime & Prime Auto Loans, their Balances, and their Burden: Our Drunken Sailors in Q2 by Wolf Richter • Aug 11, 2025 • 34 Comments Subprime is, as always, in trouble, which is why it’s subprime – high-risk-high-profit auto sales & lending that can entail steep losses.
Average Age of First-Time Home Buyers and How it Changed over the Past 25 Years by Wolf Richter • Aug 11, 2025 • 104 Comments Turns out, younger people live their lives, and have always done so.
Government Sold $724 Billion of Treasuries this Week, Debt Hits $37.0 Trillion. Getting Ready for the Fed’s Shift to T-Bills by Wolf Richter • Aug 8, 2025 • 124 Comments 10-year and 30-year yields rose after rough auctions, despite huge issuance of T-bills to take pressure off long-term yields.
Inventory of Homes for Sale Balloons in Texas and its Big Metros: Dallas-Fort Worth, Houston, Austin, San Antonio by Wolf Richter • Aug 8, 2025 • 48 Comments Amazing turn of events: From desperate “housing shortage” to massive inventory pile-up in four years.
