Corporate Bond Market in Worst Denial since 2007 by Wolf Richter • Feb 4, 2018 • 114 Comments It’s just a question of how disruptive the adjustment will be, whether it will be just a painful sell-off or junk-bond mayhem.
Wage Inflation is Finally here, and it’s Toxic for the Fed by Wolf Richter • Feb 2, 2018 • 143 Comments Even uber-doves are now looking over their shoulder.
Fed’s QE Unwind Accelerates Sharply by Wolf Richter • Feb 1, 2018 • 79 Comments With a sense of urgency. No more dilly-dallying around.
The Brick-and-Mortar-Retail Meltdown in January by Wolf Richter • Feb 1, 2018 • 57 Comments ‘Tis the season for bankruptcies.
Double-Digit Drama on the Ground for Renters by Wolf Richter • Jan 31, 2018 • 48 Comments Rents are on the move, but not in the same direction.
US National Debt Will Jump by $617 Billion in 5 Months by Wolf Richter • Jan 30, 2018 • 74 Comments Just as the Fed accelerates its QE Unwind. Treasuries reacted.
The US Cities with the Most Magnificent Housing Bubbles by Wolf Richter • Jan 30, 2018 • 42 Comments But some flat spots are showing up!
What Does it Mean, Saving Rate drops to 12-Year Low when 50% of Americans Don’t Have Savings? by Wolf Richter • Jan 29, 2018 • 136 Comments Or what the averages are hiding.
Um, Is the US Treasury “Yield Curve” Steepening or Flattening? by Wolf Richter • Jan 29, 2018 • 51 Comments And how would the housing market digest these kinds of mortgage rates?
Bond Market’s “Inflation Expectations” Highest since 2014 by Wolf Richter • Jan 28, 2018 • 62 Comments What’s going on is a sell-off in the Treasury market.