ON RRPs Drop to Near-Zero $17.9 Billion, Liquidity Flow into Markets Over, while TGA Refilling Drains Liquidity from Markets by Wolf Richter • Sep 3, 2025 • 59 Comments Liquidity now begins to drain out of the markets for the first time since the debt ceiling.
Manufacturing of Durable Goods on Rebound in the US by Wolf Richter • Aug 26, 2025 • 48 Comments Boeing & jet engine makers are part of it. And the other part is the rest of manufacturing.
Big Fuss in the Media about the Government’s 10% Stake in Intel, but just Giving this Cash to Intel under the CHIPS Act Was Fine? by Wolf Richter • Aug 25, 2025 • 173 Comments The media are tangled up in their own underwear about this deal, while totally onboard with sacrificing taxpayers on the altar of Biden’s policies.
Construction Spending on Data Centers, Office Buildings, and Electric Power Installations by Wolf Richter • Aug 4, 2025 • 87 Comments Boom, bust, and the adults in the room.
Tariff Cash Is Rolling In, Hits $28 Billion in July by Wolf Richter • Aug 2, 2025 • 177 Comments At this pace, tariffs will raise an additional $230 billion in corporate taxes a year. US nonfinancial corporate profits spiked to $3 trillion a year.
Fed’s Rates Not Restrictive for Markets. Financial Conditions Ultra-Loose. Manias Form, Margin Debt Blows Out, Junk Bonds Party in La-La-Land by Wolf Richter • Jul 27, 2025 • 170 Comments There are exceptions: Parts of commercial real estate are in a depression, and the housing resale market has frozen.
Inventory of New Single-Family Homes Spikes to Highest since 2007; in the South, Shoots Past Housing Bust High. Sales and Prices Drop by Wolf Richter • Jul 24, 2025 • 104 Comments Homebuilders cut prices, bring on supply; profits plunge back to earth. Medicine this overpriced housing market needs.
GM Ate $1.1 Billion in Tariffs in Q2, Will “Likely” Eat More in Q3, Shifts Production to the US to Cut Costs, and Has Cash Left Over to Waste on Share Buybacks by Wolf Richter • Jul 22, 2025 • 99 Comments Good news for the US economy, but not for the stock; shares tanked 8%.
Where Americans Spend their Trillions a Year on Goods and How that Changed Over Time by Wolf Richter • Jul 21, 2025 • 81 Comments Where they spend has changed dramatically, with only two winners that gained share among the retailer categories. The rest lost share, some are getting wiped out.
Tariff Cash Is Rolling In: June’s Record Take Spikes by $20.5 Billion Year-over-Year by Wolf Richter • Jul 1, 2025 • 73 Comments Businesses have been paying them out of their huge profits and have not been able to pass them on to consumers so far.
