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.
What’s Behind the Subprime Consumer Loan Implosion? by Wolf Richter • Nov 28, 2019 • 110 Comments These are the good times, but why are subprime credit cards, auto loans, and short-term installment loans blowing out?