Fed Balance Sheet QT: -$19 Billion in July, -$2.32 Trillion from Peak, to $6.64 Trillion by Wolf Richter • Aug 7, 2025 • 42 Comments The ratio of the Fed’s assets to GDP dropped to 21.9%, lowest since Q4 2019 and back where it had been in 2013.
Used Car & Truck Wholesale Prices amid Solid Retail Demand and Tight Supply by Wolf Richter • Aug 7, 2025 • 15 Comments Another squiggle, down this time, in moderate inflationary pressures that started a Year Ago.
Days on the Market Blow Out in Florida’s Big Metros as Homes for Sale Don’t Sell and Pile Up by Wolf Richter • Aug 7, 2025 • 110 Comments Despite big waves of delistings.
Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q2 2025 by Wolf Richter • Aug 6, 2025 • 50 Comments Taxpayers and investors are mostly on the hook this time, not banks.
Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Collections, Foreclosures, Bankruptcies: Our Drunken Sailors’ Debts in Q2 2025 by Wolf Richter • Aug 5, 2025 • 109 Comments The long-defaulted federal student loans come out of the shadows of government forbearance.
Construction Spending on Data Centers, Office Buildings, and Electric Power Installations by Wolf Richter • Aug 4, 2025 • 87 Comments Boom, bust, and the adults in the room.
Inventories of Homes for Sale Surge in Denver, Seattle, Phoenix, Tucson, Portland, Las Vegas, Salt Lake City, Albuquerque, Boise by Wolf Richter • Aug 4, 2025 • 100 Comments Lots of inventory, little demand: Median days on the market before homes got pulled or sold spiked to 70 days in Phoenix.
Tariff Cash Is Rolling In, Hits $28 Billion in July by Wolf Richter • Aug 2, 2025 • 177 Comments At this pace, tariffs will raise an additional $230 billion in corporate taxes a year. US nonfinancial corporate profits spiked to $3 trillion a year.
Slowing Supply of Immigrant Labor & Slowing Job Growth Keep the Job Market “in Balance” and the Unemployment Rate Low, Push Up Wages. Powell Talked about It by Wolf Richter • Aug 1, 2025 • 138 Comments The Fed’s dual mandate is “stable prices and maximum employment, not so much growth” in employment, he said at the press conference.
Homes for Sale in Big California Markets Pile Up, Days on the Market Spike to Highest in Years, despite Surge of Delistings, as Buyers Vanished by Wolf Richter • Jul 31, 2025 • 53 Comments Listings YoY: Orange County +50%, San Diego +44%, Los Angeles +38%, Riverside-San Bernadino +38%, Sacramento +37%, Fresno +33%, San Jose & Silicon Valley +29%; San Francisco metro +21%.
