Companies & Markets

Banks Borrow Record $50 Billion at Fed’s New SRF amid Hot Repo Rates, ON RRPs Spike to $52 Billion in Opposite Direction

by Wolf Richter • Oct 31, 2025 • 31 Comments

Month-End Liquidity-Palooza: Banks finally used the new & improved SRF the way the Fed has been exhorting them to use it to keep a lid on repo rates.

Even as Revenues Grow, Amazon to Lay off 14,000. Why? AI & Corporate Efficiency. Walmart and Others Toot Similar Horn

by Wolf Richter • Oct 28, 2025 • 176 Comments

Revenue growth without employment growth. But Amazon spent $78 billion on capex in 2024 and more in 2025. So companies that get this cash hire more people than Amazon sheds?

Oh Elon, Californians Already Forgot? EV Sales, even Teslas, Spike in Q3 before End of Federal EV Incentives. ICE Vehicle Sales Plunge

by Wolf Richter • Oct 23, 2025 • 61 Comments

Tesla Model Y by far #1 bestseller in California. Cybertruck failed, Model S and X fell off list. Non-Tesla EVs soar to record.

Repo Market Brushfires Doused by Banks’ Use of the Fed’s Standing Repo Facility (SRF)

by Wolf Richter • Oct 20, 2025 • 76 Comments

The new & improved SRF begins to serve its purpose of allowing the Fed to push QT as far as possible without blowing anything up, unlike last time.

AI-Powered Tricolor and its Mushroom Cloud of Fraud Allegations Are a Sign Greedy Lenders Closed their Eyes for Years, Not a Sign Consumers Are “Cracking” or Whatever

by Wolf Richter • Oct 17, 2025 • 60 Comments

American consumers are doing OK on their auto loans.

Stock Market Leverage Blows Out

by Wolf Richter • Oct 15, 2025 • 173 Comments

Everyone is talking about the AI bubble – proclaiming it or denying it – but this is what it looks like from the leverage point of view.

The Huge US Bond Market and the US Dollar Blow Off the “Debasement Trade”

by Wolf Richter • Oct 13, 2025 • 121 Comments

The bond market has taken the opposite bet, and the dollar has strengthened.

Is it Really Different this Time?

by Wolf Richter • Oct 10, 2025 • 190 Comments

AI is huge. But so is the mania of hype, hocus-pocus deals, and piles of real money fortified by leverage that caused stock prices to explode.

Tariff Cash Keeps Rolling In: Record $30 Billion in September

by Wolf Richter • Oct 1, 2025 • 101 Comments

Corporate profits, after exploding in the high-inflation era, fell this year. Tariffs are very difficult to pass on after the price spikes in 2020-2022.

“AI Makes Past Hype Cycles Look Tame”: PitchBook on the Stunning Venture Capital Mania for AI

by Wolf Richter • Sep 30, 2025 • 120 Comments

At these valuations, “exit hurdles become exceptionally large.”

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