THE WOLF STREET REPORT: Is the Corporate-Debt Bubble Ripe Yet? by Wolf Richter • Dec 8, 2019 • 175 Comments What does it mean when the Fed and other central banks jointly bemoan the effects of their own policies? Worried about not being able to keep all the plates spinning?
Fed Goes Hog-Wild with T-Bills, But Repos Drop from a Month Ago, and MBS Shrink by $22 Bn by Wolf Richter • Dec 5, 2019 • 126 Comments Bailing out its crybaby-cronies on Wall Street, even when there isn’t a crisis.
Inflation Is Coming: All the Trends That Were Deflationary Are Slowly Going in Reverse by Kuppy • Dec 4, 2019 • 189 Comments But of all potential economic outcomes, the one least anticipated and least priced in, is an uptick in inflation.
THE WOLF STREET REPORT: What’s Behind the Subprime Consumer Loan Implosion? by Wolf Richter • Nov 24, 2019 • 170 Comments These are the good times, but why are subprime credit cards, auto loans, and short-term installment loans blowing out?
Fracking Blows Up Investors Again: Phase 2 of the Great American Shale Oil & Gas Bust by Wolf Richter • Nov 23, 2019 • 102 Comments Including billionaires who thought they’d picked the bottom in 2016.
Chinese Stock Collapses 98% in Hours After MSCI Flip-Flops: How Index Providers Saddle US Pension Funds with Stock Scams by Wolf Richter • Nov 21, 2019 • 99 Comments Despite my assurances that “Nothing Goes to Heck in a Straight Line,” a Chinese stock just did.
Fear of “Reversal Rates” Sets in, Says the Fed by Wolf Richter • Nov 20, 2019 • 104 Comments The fear that today’s negative or low interest rates render central banks helpless in face of the next economic crisis.
US National Debt Spiked by $1.3 Trillion in 12 Months, to $23 Tn. But Who Bought This Pile of Treasury Securities? by Wolf Richter • Nov 18, 2019 • 90 Comments The Fed opened the vault in September. But others bought too.
THE WOLF STREET REPORT: Fear of “Reversal Rates” Sets in, Says the Fed by Wolf Richter • Nov 17, 2019 • 105 Comments The fear that today’s negative or low interest rates render central banks helpless in face of the next economic crisis.
Meals on Broken Wheels: Uber Eats, GrubHub, DoorDash & Postmates by John McNellis • Nov 16, 2019 • 197 Comments The fatal flaw of meal-delivery unicorns.