Toxic Mix in Canada: Spiking Inflation, Variable-Rate Mortgages, and a Housing Bubble by Wolf Richter • Aug 18, 2018 • 52 Comments What will the Bank of Canada do?
E-Commerce Does it Again: The Stores that Got Pummeled by Wolf Richter • Aug 17, 2018 • 65 Comments Even brick-and-mortar sales at our hero-of-the-day Nordstrom actually fell!
What Truckers & Railroads Just Said about the US Economy by Wolf Richter • Aug 16, 2018 • 24 Comments It’s cyclical.
“Asia Will Be the Next Source of Downside Systemic Risk for Financial Markets” by Wolf Richter • Aug 16, 2018 • 35 Comments Emerging Markets turmoil: The price of cheap debt & misallocation of capital.
Who Bought the $1.36 Trillion of New US National Debt over the Past 12 Months? by Wolf Richter • Aug 15, 2018 • 63 Comments Russia, Japan, and the Fed dumped, China hung in there…. But who bought?
Rise of US Dollar Haunts Emerging Market Debt by Wolf Richter • Aug 14, 2018 • 56 Comments A vicious cycle, kicked off by cheap debt that’s suddenly not cheap, after 8 years of experimental monetary policies.
The Price of Cheap Dollar/Euro Debts: Local Currencies Come Unglued, Debt Crises Ensue by Wolf Richter • Aug 13, 2018 • 62 Comments Grand Collapse in Turkey; to avoid the same fate, Argentina hikes rate to 45%.
Anatomy of the Housing-Market Inflection Point in the Bay Area’s Sonoma County: Insider View by Wolf Richter • Aug 13, 2018 • 87 Comments The inflection point was in June. This is how inflection points show up at the subcutaneous level in all housing markets.
Saudi Arabia’s PIF and SoftBank Not Interested in Tesla Buyout by Wolf Richter • Aug 11, 2018 • 57 Comments Two often-cited suspects are axed. So where’s the “secured” funding supposed to come from?
Rate Hike Ammo, Even Without Food & Energy by Wolf Richter • Aug 10, 2018 • 59 Comments Core CPI jumps the most since 2008.
