Delinquency Rates of Student-Housing CMBS Spike by Wolf Richter • Sep 8, 2019 • 128 Comments The once hot asset class of high-end student housing runs into reality.
The Financialization of the US Economy by Wolf Richter • Sep 6, 2019 • 143 Comments Services are Hopping. The #1 Biggie is Hopping the Fastest. It all adds to GDP!
Fed Sheds $20 Billion in Assets in August, Relentlessly Sloughs Off MBS, Adds Some Treasuries, Starts Shift to Short-Term T-Bills by Wolf Richter • Sep 5, 2019 • 106 Comments QE Unwind continues via the sharp drop in MBS.
Orders for Heavy Trucks Plunged 80% in August by Wolf Richter • Sep 5, 2019 • 52 Comments Here’s why — and how that’s impacting truck makers.
Here’s What I’m Worried About. And It’s Not a Recession by Wolf Richter • Sep 4, 2019 • 127 Comments A rout in the hyper-inflated bond market can blow up everything at this point.
THE WOLF STREET REPORT: Here’s What I’m Worried About, and It’s Not a Recession by Wolf Richter • Sep 1, 2019 • 122 Comments A rout in the hyper-inflated bond market can blow up everything at this point.
China Imposes New Capital Controls, Targets Foreign Real Estate Purchases, as Yuan Falls to 11-Year Low by Wolf Richter • Aug 30, 2019 • 109 Comments “Wiring money overseas is not allowed for the purposes of purchasing real estate or insurance products”: banker in China
Negative Yields Not Required: Even “Low” Interest Rates Screw Up the Economy by Wolf Richter • Aug 29, 2019 • 103 Comments How to make a mess in the era of low demand.
From Less-Splendid Housing Bubbles to Crushed Markets in America, August Update by Wolf Richter • Aug 28, 2019 • 37 Comments Chicago condo prices stall. Dallas boom slows. Minneapolis, Charlotte, Atlanta zoom higher. Detroit prices up 100% from 2012! Cleveland struggles.
The Most Splendid Housing Bubbles in America, August Update: West Coast Markets “See the Dip” by Wolf Richter • Aug 27, 2019 • 75 Comments Seattle house prices fall year-over-year. New York condos drop to Aug 2017 level. San Francisco Bay Area near-flat. Los Angeles, Denver, Boston set new highs. Las Vegas, Phoenix dream of crazy Housing Bubble 1. Miami stalls.
