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 • 25 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.
Nvidia Makes Mess Afterhours, Discloses $5.5 Billion in Charges due to US Export Restrictions on its H20 Chip for China by Wolf Richter • Apr 15, 2025 • 112 Comments Stock down 6.5%, Nasdaq futures down 1.5%.
Trump Speaks and Stocks Spike, after Trump Spoke and Stocks Plunged (Makes You Wonder, Why even Own Stocks?) by Wolf Richter • Apr 9, 2025 • 271 Comments The huge spike, following the selloff, evokes further parallels with the Dotcom Bust and Financial Crisis crash, in the middle of which similar spikes occurred.
But this Kind of Dynamic Sprinkles Additional Cold Water on the Idea of a Looming Recession by Wolf Richter • Apr 8, 2025 • 128 Comments Inland Empire PMI spikes to highest since early 2021, New Orders spike to record: Private sector is dynamic. But not always in linear ways.
10-Year Treasury Yield Snaps Back Brutally, Stocks Go Crazy, S&P 500 Spikes 8.5% then Plunges Back in 1 Hour on Fake News by Wolf Richter • Apr 7, 2025 • 131 Comments Treacherous markets. But they did seem to catch their breath finally. Stocks are due for a big bounce.
The Stock Market May Be in Trouble and Consumers May Be in a Sour Mood, But the Labor Market Is Just Fine by Wolf Richter • Apr 4, 2025 • 183 Comments Despite the furor over government job cuts, tariff chaos, and what not.
Stocks Plunge as the Market Understood What Tariffs Are: A Tax on Corporate Profit Margins by Wolf Richter • Apr 3, 2025 • 1 Comment Trump explained it clearly yesterday, and markets understood. But companies have known it all along.
