Tariff Cash Is Rolling In: June’s Record Take Spikes by $20.5 Billion Year-over-Year by Wolf Richter • Jul 1, 2025 • 59 Comments Businesses have been paying them out of their huge profits and have not been able to pass them on to consumers so far.
The Corporate-Profit Explosion Stalls in Q1, on the Eve of the New Tariffs by Wolf Richter • Jun 26, 2025 • 61 Comments In some industries, profits surged. In others, profits sagged. By major industry.
Inventory of New Single-Family Homes for Sale Highest since 2007, amid Record Pile-up in the South, as Sales Drop: Homebuilders Face a Tough Market by Wolf Richter • Jun 25, 2025 • 80 Comments Lennar’s average sales price drops to lowest since Q2 2020, gives up entire 2020-2022 price explosion. Homeowners wanting to sell have no idea what they’re up against.
Despite Tesla’s Sales Drop, Total EV Penetration in the US Rises to Record 9.8%: BY Model & USA-Made Content by Wolf Richter • Jun 10, 2025 • 42 Comments Tariffs don’t apply to USA-made content. Some EVs are mostly made in the USA, others are mostly made in foreign countries.
Collapse of the Once High-Flying Solar Stocks: Another Bankruptcy among our 8 Imploded Solar Stocks by Wolf Richter • Jun 9, 2025 • 56 Comments The stock market’s solar craziness gets cleaned out stock by stock, even as solar-power generation continues to soar.
Inventory of New Houses for Sale at 500,000, Most since 2007, Driven by the South & West. Prices Zigzag Lower, Sales Rise by Wolf Richter • May 23, 2025 • 34 Comments As homebuilders got aggressive with mortgage-rate buydowns, incentives & lower prices, sales held up, unlike sales of existing homes, which collapsed.
Housing Bubble & Bust #1 and #2 as Seen through Employment at Mortgage Lenders: They Shed Jobs Again, 38% Gone by Wolf Richter • May 12, 2025 • 69 Comments Nonbank mortgage lenders and loan brokers react quickly to demand, which has collapsed.
Tariffs Start Washing into the Government Checking Account by Wolf Richter • May 2, 2025 • 164 Comments The cashflow of Customs and Excise Taxes has nearly doubled in two months.
Despite Turmoil in Stocks: Financial Conditions, Financial Stress, Junk-Bond Spreads Still in La-La Land or Barely Exiting by Wolf Richter • Apr 21, 2025 • 128 Comments These are aspects the Fed is considering in its monetary policy; that type of discussion is part of its meeting minutes.
Oh Elon! Tesla Crushed Further in California in Q1, Non-Tesla EV Sales Soar. Cybertruck Joining Failed Models of Automotive History? by Wolf Richter • Apr 17, 2025 • 118 Comments Non-Tesla EV sales +36% YoY. Tesla sales plunge to lowest since Q3 2022. Cybertruck sales fall for 2nd quarter in a row.
