Next Phase in Trucking Boom-Bust Cycle Has Started by Wolf Richter • Apr 3, 2019 • 50 Comments From “capacity panic” to “overcapacity” in less than a year?
Market is Delusional: This is Not a Rate-Cut Economy by Wolf Richter • Apr 3, 2019 • 57 Comments Growth in the service sector backs off from red-hot spurts last year but remains strong.
Q1 Carmageddon for GM, Fiat-Chrysler, Toyota, Nissan, Mercedes, Mazda… by Wolf Richter • Apr 2, 2019 • 104 Comments Ford wisely kept its mouth shut. The problem with Mercedes and BMW is that they don’t yet sell luxury pickups, though they’re finally figuring it out.
Update on the Spreading Housing Bust in Australia, and Why it’s Happening by Wolf Richter • Apr 2, 2019 • 48 Comments This bubble was not pricked by the central bank — on the contrary.
US Still Cleanest Dirty Shirt Among Manufacturing Giants, Germany Drops to Debt Crisis Levels, Japan Contracts, China Counts on Government Bailout of Private Sector by Wolf Richter • Apr 1, 2019 • 45 Comments But the US shirt is getting dirtier. Germany’s manufacturing data “makes for uncomfortable reading.”
US Dollar Status as Global Reserve Currency Edges Down Further by Wolf Richter • Apr 1, 2019 • 83 Comments Is the euro dead yet? And how is the Chinese Renminbi doing?
THE WOLF STREET REPORT by Wolf Richter • Mar 31, 2019 • 75 Comments How Rising Home Prices & Rents Hammer the Real Economy.
Lyft Shares Plunge 10% in 4 Hours from “Pop” to Close by Wolf Richter • Mar 29, 2019 • 109 Comments IPO investors tried to unload while they could.
Consumers Revert to “Normal” Range, after Red-Hot mid-2018 by Wolf Richter • Mar 29, 2019 • 59 Comments Personal income sets record. Bond market bet on inflation may get challenged.
Apartment Rental Market: Houston Rents Plunge Most; Southern California Lose Grip. New York, Washington DC, Chicago Down. “Mid-Tier” Cities Red-Hot by Wolf Richter • Mar 28, 2019 • 58 Comments Where Apartment Rents Fell & Where They Surged: March Update