It’s Time to Pay Attention to Commercial & Industrial Loans by Wolf Richter • Jan 11, 2020 • 137 Comments This solid recession indicator is starting to concern me again.
Average Mileage on “Rental Risk” Vehicles Sold to Used Car Market Spikes. But Prices Soar Too. What Gives? by Wolf Richter • Jan 8, 2020 • 55 Comments The Changing Supply of Used Vehicles.
Truckers Take “Wait and See Approach”: Equipment Orders, After Having Plunged, Stall at Low Levels by Wolf Richter • Jan 7, 2020 • 51 Comments Amid a shakeout among trucking companies & production cuts and layoffs among truck makers.
Australia’s New-Vehicle Sales Drop to Lowest Since 2011 by Wolf Richter • Jan 7, 2020 • 35 Comments Holden sales collapse. “Tough Year for the Australian Economy.”
US New Car & Truck Sales in 2019 Fell Below Year 2000 Level, 3rd Year in a Row Below 2016 Peak by Wolf Richter • Jan 6, 2020 • 60 Comments But not all faced falling sales. The top automakers in charts.
2020, Already the Year of Zombie Airlines by MC01 • Jan 5, 2020 • 87 Comments And the year has just started.
More ECB Bond Holdings Get in Trouble: Infrastructure Giant Atlantia, Infamous for Collapsed Genoa Bridge, Could Lose its Core Business by Nick Corbishley • Jan 4, 2020 • 67 Comments Amid a slew of problems.
I, Who Vowed to Never-Ever Short Stocks Again, Just Shorted the Entire Market by Wolf Richter • Dec 30, 2019 • 334 Comments The setup is just too juicy.
How Ratings Agencies Inflate Credit Ratings to Get Deals & Fees by Wolf Richter • Dec 30, 2019 • 57 Comments This time, a new thingy, “Commercial-Real-Estate CLOs.” But investors don’t care because they’re too busy chasing yield.
Dallas Fed Outlines Somber Oil & Gas Industry, “Flaring” of Natural Gas Comes into Focus by Wolf Richter • Dec 27, 2019 • 126 Comments “The capital markets for oil and gas remain extremely difficult.”