US Government Sold $701 Billion of Treasury Securities this Week. As Deficits Balloon, Bond Math Is Relentlessly Brutal by Wolf Richter • Feb 14, 2026 • 3 Comments Sold $54B of 10-Year Treasury notes at 4.18% to replace $25B of maturing 1.73% 10-year notes, pushing up amount outstanding by $29B.
Services Inflation Spikes in January, but Bad-Joke OER CPI Pushes Down on Year-over-Year CPI. OER is Huge and Bad by Wolf Richter • Feb 13, 2026 • 90 Comments Gasoline & used-vehicle prices plunge, food inflation backs off for a moment, natural gas bills jump.
Sales of Single-Family Homes Plunged (even in the West in Warm Weather), Supply Surged, Median Price Nearly Flat YoY by Wolf Richter • Feb 12, 2026 • 53 Comments Demand destruction continues after the price explosion from mid-2020 to mid-2022.
Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q4 2025 by Wolf Richter • Feb 12, 2026 • 39 Comments One of the most fundamental changes resulting from the Financial Crisis was the transfer of mortgage risk from banks to taxpayers.
Private Sector Ramps Up Hiring. Job Losses Mount at Federal & State Governments by Wolf Richter • Feb 11, 2026 • 64 Comments How much job growth is actually needed as population growth slows dramatically?
Growth of Nonfarm Jobs in 2024 and 2025 Much Weaker than Previously Reported: The Annual Benchmark Revisions by Wolf Richter • Feb 11, 2026 • 26 Comments Total nonfarm employment is 1.03 million jobs lower than previously estimated.
Household Debts, Debt-to-Income Ratio, Delinquencies, Collections, Foreclosures, and Bankruptcies in Q4 2025 by Wolf Richter • Feb 11, 2026 • 59 Comments Americans and their Debts. Long-defaulted federal student loans, after coming out of the woodwork, whack delinquency rates.
Not Seasonally Adjusted, Retail Sales Spiked by $80 billion, the Most for any December Ever by far, to $817 Billion, the Most Ever by Wolf Richter • Feb 10, 2026 • 34 Comments Seasonal Adjustments Gone Awry? They whacked $82 billion off December sales, by far the most ever.
Despite 4 Years of Mass-Layoffs at Alphabet & Amazon, Headcount Rose in 2025, Nearly Flat with Peak, as Hiring Continued by Wolf Richter • Feb 9, 2026 • 35 Comments After biggest hiring binge ever in 2020-2021, it was clear there’d be a lot of sorting out & cleaning up afterwards.
Software Company monday.com Plunges 22% today, -82% from High, -50% from IPO Price, into our Imploded Stocks by Wolf Richter • Feb 9, 2026 • 43 Comments Is it finally time to bottom-fish this stock? Or is it a falling knife?
