The Victims of Inflation by Wolf Richter • Jul 17, 2019 • 135 Comments Inflation gets pitched as something inherently good the Fed is trying to make sure folks gets enough of. But someone’s paying the price.
Everything’s Fine Until Suddenly it Isn’t: How a “Leveraged Loan” Blows Up by Wolf Richter • Jul 16, 2019 • 75 Comments Kudos to the private equity firm. These things don’t happen overnight for companies. They happen overnight only for investors.
“Transportation Recession” Gets Uglier by Wolf Richter • Jul 15, 2019 • 46 Comments US freight shipments fall for 7th month in a row. After the boom, the bust.
THE WOLF STREET REPORT: The Victims of Inflation by Wolf Richter • Jul 14, 2019 • 94 Comments Beatings will continue until morale improves, or something.
My Advice to the Fed on “Low Inflation”: Use a Different Index for Crying Out Loud and Tell the BLS to be Less Aggressive with “Hedonic Quality Adjustments” by Wolf Richter • Jul 13, 2019 • 116 Comments The Fed could instantly claim victory and pocket the kudos.
“Where the American Dream Goes to Die”: Changes in House Prices, Rents, and Incomes since 1960 by Region & Metro by Wolf Richter • Jul 12, 2019 • 164 Comments How out-of-whack is the discrepancy in growth between incomes, rents, and house prices?
China Auto Sales Spiral Down, But This Time It’s Different: Government Refuses to Bail Them Out with Big-Fat Incentives by Wolf Richter • Jul 11, 2019 • 80 Comments Here’s why. The strategy is a game changer with global impact.
With all this Money Printing, Where’s the Huge Inflation? by Wolf Richter • Jul 11, 2019 • 115 Comments Oh, it’s here alright. But we’re a little squeamish about calling it out.
Vehicle Sales Plunge amid India’s Shadow-Bank Debt Crisis & Contagion Fears by Wolf Richter • Jul 10, 2019 • 35 Comments Shadow banks provided 40% of new loans for vehicle purchases in India. “Probably the most prolonged de-growth phase we have seen.”
What My Fancy-Schmancy “Fed Hawk-o-Meter” Says About the Fed’s Next Rate Move by Wolf Richter • Jul 10, 2019 • 68 Comments Folks lining up on both sides of the fence.
