US Dollar & Emerging Market Stocks: Big-Fat Gains Turn to Big-Fat Losses by Wolf Richter • Oct 9, 2018 • 37 Comments “The tide is going out and investors are starting to worry about which EM economies have been swimming naked.”
QE Party Is Drying Up, Even at the Bank of Japan by Wolf Richter • Oct 8, 2018 • 54 Comments Despite repeated speeches to the contrary.
Red Ink: Housing Inflects Further in Bay Area’s Sonoma County by Wolf Richter • Oct 8, 2018 • 46 Comments “101 new listings, 101 price reductions.”
10 & 30-Year Yields Surge, Yield Curve “Steepens,” Stocks Drop, as Fed Talks Up Rate Hikes in 2019 by Wolf Richter • Oct 7, 2018 • 60 Comments Ironically, after having lamented the flattening yield curve for a year, soothsayers now lament the steepening curve.
“Trump Bump” in San Francisco’s Housing Bubble by Wolf Richter • Oct 5, 2018 • 89 Comments It’s not fun anymore.
The Fed’s QE Unwind Reaches $285 Billion by Wolf Richter • Oct 4, 2018 • 75 Comments The “up to” begins to matter for the first time.
Signs that the Trucking Boom Has Peaked by Wolf Richter • Oct 4, 2018 • 23 Comments This is why the trucking business is so cyclical – and you can see it coming.
Powell Explains Just How Hawkish the Fed is Getting by Wolf Richter • Oct 3, 2018 • 73 Comments “But we’re a long way from neutral at this point.”
“High End” Apartment Construction Totally Dominates, Creates Mismatch of Supply & Demand by Wolf Richter • Oct 3, 2018 • 73 Comments Because that’s where the money is, on paper. But it’s not where the market is.
September Carmageddon for Ford and GM by Wolf Richter • Oct 2, 2018 • 80 Comments Ford drops to 4th place. Industry sales red for 2018. But FCA sales jump.
