Tariff Cash Keeps Rolling In: Record $30 Billion in September by Wolf Richter • Oct 1, 2025 • 58 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.
What Slowdown? Q2 GDP Growth Revised Up to Hot Zone of 3.8%, Stronger Consumer Spending & Private Fixed Investment by Wolf Richter • Sep 25, 2025 • 57 Comments Government consumption and inventories were a bigger drag though. All adjusted for inflation.
My Thoughts about those August Retail Sales by Wolf Richter • Sep 16, 2025 • 34 Comments Some big shifts related to tariffs. But our Drunken Sailors keep on splurging.
Money-Market Funds & CDs: Americans Grow their Huge Piles of Interest-Earning Cash Further despite Lower Yields by Wolf Richter • Sep 12, 2025 • 110 Comments Household money-market funds surged, large CDs also surged. But small CDs are the hot money; they flee when yields drop.
Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q2 2025 by Wolf Richter • Aug 19, 2025 • 30 Comments Our Drunken Sailors and their Credit Cards.
My Thoughts about those July Retail Sales by Wolf Richter • Aug 15, 2025 • 113 Comments Drunken Sailors going about their lives, spending money, moving the economy forward.
Serious Delinquency Rates for Subprime & Prime Auto Loans, their Balances, and their Burden: Our Drunken Sailors in Q2 by Wolf Richter • Aug 11, 2025 • 34 Comments Subprime is, as always, in trouble, which is why it’s subprime – high-risk-high-profit auto sales & lending that can entail steep losses.
Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q2 2025 by Wolf Richter • Aug 6, 2025 • 50 Comments Taxpayers and investors are mostly on the hook this time, not banks.
Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Collections, Foreclosures, Bankruptcies: Our Drunken Sailors’ Debts in Q2 2025 by Wolf Richter • Aug 5, 2025 • 109 Comments The long-defaulted federal student loans come out of the shadows of government forbearance.
Whacked Down by Plunging Inventories and Whacked Up by Plunging Imports, GDP Grows by 3.0% by Wolf Richter • Jul 30, 2025 • 22 Comments Consumer spending growth accelerated from low levels. Federal government spending drops for second quarter in a row.
