Where the Debt Slaves Are the Most Vulnerable by Wolf Richter • May 22, 2018 • 103 Comments I’m shedding a different light on consumer debt.
Freight Costs, Volume, Demand All Surge across Trucking & Rail, Inflation Fears Heat Up by Wolf Richter • May 21, 2018 • 88 Comments The Transportation Boom after the Transportation Recession.
Hilarity in NIRP Zone: Italian 2-Year Yield Still Near 0%, as New Government Proposes Haircut for Creditors and Alternate Currency, Markets on “Knife Edge” by Wolf Richter • May 21, 2018 • 93 Comments ECB’s Negative Interest Rate Policy has been the funniest monetary joke ever.
Graphic Details of the Crazy Housing Bubble in San Francisco, According to Zillow by Wolf Richter • May 20, 2018 • 130 Comments Plenty of homes for sale, at ludicrous prices for what you get. But asking prices are now getting “reduced.”
Credit Card Delinquencies Spike Past Financial-Crisis Peak at the 4,788 Smaller US Banks by Wolf Richter • May 18, 2018 • 84 Comments Subprime is calling.
Internet Dominates Advertising in the US, But Only 2 Companies Divvy up 60% of the Spoils by Wolf Richter • May 18, 2018 • 84 Comments TV falls further behind, suffers first ad revenue decline since Financial Crisis.
Brick & Mortar Meltdown Pummels These Stores the Most by Wolf Richter • May 17, 2018 • 90 Comments Only about half of retail is under attack from e-commerce, but that half is getting crushed.
Will the New Fed Get Rid of All its Mortgage-Backed Securities? That Seems to be the Plan by Wolf Richter • May 16, 2018 • 53 Comments The Fed shouldn’t be getting into “allocating credit.”
Argentina’s Crisis Gets Kicked Down the Road, but at What Cost? by Wolf Richter • May 16, 2018 • 22 Comments The peso drops again, inflation surges, nothing is fixed.
But Who the Heck Bought the $1.2 trillion in New US Debt Over the Past 12 Months? by Wolf Richter • May 16, 2018 • 70 Comments Japan systematically dumps US Treasuries while China hangs on.
