Fed Frets about Commercial Real Estate Bubble & its $2 Trillion in Loans Mostly at “Smaller Banks” by Wolf Richter • Feb 15, 2017 • 35 Comments Fear of “waiting too long” or of “having already waited too long?”
Brazil Retail Sales Collapse as Inflation and Unemployment Whack Consumers by Wolf Richter • Feb 14, 2017 • 12 Comments A very inconvenient connection.
This is What Happens to Inflation when a Currency Gets Unpegged from the Dollar by Wolf Richter • Feb 13, 2017 • 61 Comments The “supply shock” in Egypt.
The Most Expensive Office Market in the US Fizzles by Wolf Richter • Feb 13, 2017 • 6 Comments A few “success stories” overshadow “very anemic activity.”
Trump Promises “Fast Trains,” Japan’s Railway Stocks Soar by Wolf Richter • Feb 12, 2017 • 59 Comments Do Trump and California suddenly see eye-to-eye on high-speed rail?
Why a NYMEX Veteran is Getting Nervous about Oil by Wolf Richter • Feb 12, 2017 • 46 Comments Being long oil is a very “crowded trade,” but who’s on the other side of that trade, and what do they know that speculators don’t?
Global Shipping Meltdown Mauls German Banks, Retail Investors, Taxpayers by Wolf Richter • Feb 10, 2017 • 21 Comments Germany holds 25% of global shipping loans as industry collapses.
Foreign Governments Dump US Treasuries as Never Before, But Who the Heck is Buying Them? by Wolf Richter • Feb 9, 2017 • 44 Comments There’s now a special math for NIRP refugees in Europe.
Not Enough Americans Can Figure Out Why on Earth Use Twitter by Wolf Richter • Feb 9, 2017 • 55 Comments Even Trump’s Spectacular Tweets Don’t Help.
World’s Largest Container Carrier “Unexpectedly” Has Big Loss in Crushed Industry. Now Trade War with China Looms by Wolf Richter • Feb 8, 2017 • 26 Comments It “would have a very negative effect on our business”: Maersk CEO
