Who Holds the Ballooning US Government Debt, even as the Fed and Foreign Holders Unloaded Treasury Securities in Q4? by Wolf Richter • Mar 18, 2025 • 48 Comments An increasingly important question in iffy times. Here are the holders as of Q4, who dumped, who bought.
Not Just in the US: Inflation Dishes Up Another Nasty Surprise in Canada, Throwing Further Rate Cuts into Doubt by Wolf Richter • Mar 18, 2025 • 62 Comments But it’s not in housing; it’s spread across much of the economy. And it’s not just the end of the temporary GST (goods & service tax) holiday.
Trade Deficit in Goods Worsens to All-Time Worst in 2024, Small Surplus in Services Rises, Overall Trade Deficit Worsens by 17% by Wolf Richter • Feb 5, 2025 • 133 Comments Goods deficits & Corporate America: Vietnam jumps to #3 on transshipments from China to dodge tariffs. Tiny Ireland jumps to #4 on trade invoicing to dodge US corporate income taxes.
The Most Splendid Housing Bubbles in Canada, Dec. 2024 by Metro: Toronto, Vancouver, Victoria, Calgary, Ottawa, Montreal, Quebec City, Halifax, Edmonton, Winnipeg by Wolf Richter • Jan 15, 2025 • 55 Comments Toronto single-family -19% from Feb 2022 peak, condos hit 3-year low. Vancouver eases further. Calgary condos sag. New highs in some markets.
Global Stocks over the Long Term: the S&P 500, the Big Standout vs the Markets of Japan, China, Hong Kong, India, UK, France, Germany, Italy, Spain, and Canada by Wolf Richter • Jan 1, 2025 • 53 Comments And how the decline of the yen and rupee impacted USD investors in Japanese & Indian stocks.
The Most Splendid Housing Bubbles in Canada, Nov. 2024: Condo Prices Drop to New 3-Year Low, Single-Family Prices Stable at -17% from Peak in March 2022 by Wolf Richter • Dec 16, 2024 • 39 Comments By Metro: Toronto, Vancouver, Hamilton, Calgary, Ottawa, Montreal, Quebec City, Halifax, Victoria, Edmonton, Winnipeg.
US Dollar Crushes Euro, Yen, Canadian Dollar, other Currencies as Fed Backpedals on Pace of Rate Cuts by Wolf Richter • Nov 22, 2024 • 64 Comments Amid renewed inflation worries and above-average economic growth.
US Treasury Debt Held by Foreign Investors: Ravenous Appetite for Juicy Yields, Juicy Compared to their Stuff at Home by Wolf Richter • Nov 18, 2024 • 79 Comments Will foreign investors buy the Recklessly Ballooning US Debt? Increasingly crucial question. But yield solves demand problems.
The Most Splendid Housing Bubbles in Canada, Oct. 2024: Single-Family Prices Drop Most in Toronto, Vancouver, Calgary, Ottawa. Condo Prices Hit 3-Year Low by Wolf Richter • Nov 15, 2024 • 67 Comments Toronto single-family prices -19% from peak, back to Oct. 2021. In Montreal, Quebec City, Edmonton, and Winnipeg, prices near all-time highs.
Which Foreign Countries Bought the Recklessly Ballooning US Debt: An Increasingly Crucial Question. Many Piled it up. Cleanest Dirty Shirt? by Wolf Richter • Oct 19, 2024 • 114 Comments Foreign investors had a big appetite all year for Treasury securities. But China lost interest, Japan struggled with the yen.
