THE WOLF STREET REPORT: Is the Corporate-Debt Bubble Ripe Yet? by Wolf Richter • Dec 8, 2019 • 175 Comments What does it mean when the Fed and other central banks jointly bemoan the effects of their own policies? Worried about not being able to keep all the plates spinning?
What’s Driving the Decline in the Goods-Based Sector, After the Boom of 2018? by Wolf Richter • Dec 6, 2019 • 74 Comments And a special word on apparel sales, as a sign of our times.
Fed Goes Hog-Wild with T-Bills, But Repos Drop from a Month Ago, and MBS Shrink by $22 Bn by Wolf Richter • Dec 5, 2019 • 126 Comments Bailing out its crybaby-cronies on Wall Street, even when there isn’t a crisis.
What Worries me About “Hedonic Quality Adjustments” by Wolf Richter • Dec 5, 2019 • 80 Comments An arcane device that impacts so much and papers over the struggles many Americans face in a world that’s becoming increasingly unaffordable for them
Trucking “Thrives on Stability, But We’re Now on a Rocky Road” by Wolf Richter • Dec 4, 2019 • 53 Comments Orders for heavy trucks re-plunged, after false bounce off the bottom.
HNA Gets Chopped Up, its Many Airlines Buckle & Get Bailouts to Dodge Messy Collapse, but its Hong Kong Airlines? by Wolf Richter • Dec 3, 2019 • 44 Comments The Chinese conglomerate had gone on a debt-fueled global acquisition binge, including in the US, and owned 18 airlines before it all came unglued.
Crude Oil Could Fall to $40 if OPEC+ Fails to Deepen Cuts by Wolf Richter • Dec 3, 2019 • 82 Comments As US oil production surges, the global oil market will be fundamentally oversupplied in 2020.
US Manufacturing Stuck in Dour Mood, After the Boom Last Year by Wolf Richter • Dec 2, 2019 • 55 Comments Worries abound, weakness persists, but some aspects and sectors tick up.
THE WOLF STREET REPORT: What Worries me About “Hedonic Quality Adjustments” by Wolf Richter • Dec 1, 2019 • 166 Comments An arcane device that impacts so much.
Momentous Change in US Crude Oil Market, with Global Impact by Wolf Richter • Nov 29, 2019 • 131 Comments But US “Energy Independence” is More Complicated.
