But Who Pays the Price of All This Inflation? by Wolf Richter • Jul 12, 2018 • 66 Comments We already know who.
It “Hit the Mortgage Market Over the Head with a Baseball Bat” by Wolf Richter • Jul 11, 2018 • 56 Comments 8 boots-on-the-ground findings about Sydney’s deflating housing bubble.
With this Inflation, What Will the Fed Do? by Wolf Richter • Jul 11, 2018 • 46 Comments Even the last doves are coming around to more rate hikes.
What the Sadly Deflating Bubble of Manhattan Office Buildings Looks Like by Wolf Richter • Jul 10, 2018 • 15 Comments This is what happens when Chinese conglomerates get sidelined by unfortunate events.
Leveraged-Loan Risks Are Piling Up by Wolf Richter • Jul 10, 2018 • 46 Comments Rising interest rates have a peculiar effect.
What the Heck’s Going on in San Francisco’s Housing Market? by Wolf Richter • Jul 9, 2018 • 64 Comments After the blistering spike earlier this year.
Nuts & Bolts of the Car Business: Tariffs, Subprime Defaults, EVs, Buy New or Used, & Why I Drive a Gas Guzzler (Ha!) by Wolf Richter • Jul 8, 2018 • 2 Comments A wide-ranging interview on the auto industry, housing, retail, and more.
Update on the Fed’s QE Unwind by Wolf Richter • Jul 6, 2018 • 94 Comments With QE, the Fed created money to buy securities and pump up asset prices; now it sheds securities to destroy this money.
Heavy-Truck Orders Explode, Trucking Companies Struggle with “Capacity Crisis,” Truck Makers & Supply Chains are Inundated, Backlog is Ballooning, But it’s a Cyclical Business by Wolf Richter • Jul 6, 2018 • 42 Comments “Fleets are desperate for more equipment, but trucks are in short supply due to the supplier constraints.”
As the Yield Curve Flattens, Threatens to Invert, the Fed Discards it as Recession Indicator by Wolf Richter • Jul 5, 2018 • 51 Comments This Fed is getting seriously hawkish: It revealed that instead of thinking about backing off rate hikes, it’s replacing the yield curve.
