The Countries with the Most Monstrous Corporate Debt Pileups: US Fizzles in 24th Place! Canada Shines in 11th Place by Wolf Richter • Jun 10, 2019 • 73 Comments China’s corporations deleverage, forced or otherwise.
Here’s My Prediction: If the Fed Doesn’t Cut Rates 3 or 4 Times by Dec 11, Markets Are Going to Crap by Wolf Richter • Jun 6, 2019 • 95 Comments Stock market and corporate bond market are in la-la-land, pricing in an economic boom. They’re not seeing a rate-cut economy. So why would the Fed?
Treasury Market Acts Like the Economy is in a Death Spiral, But Wait… by Wolf Richter • Jun 4, 2019 • 65 Comments Transcript of my podcast.
THE WOLF STREET REPORT by Wolf Richter • Jun 2, 2019 • 63 Comments The Treasury Market Acts Like the Economy is in a Death Spiral, But Wait…
Dow 25,000! Oops… by Wolf Richter • May 31, 2019 • 106 Comments Nasdaq down 8.7% in May. S&P 500 back to Jan 2018. Russell 2000 down 15.7% from peak, back to Sep 2017. FANGMAN except Microsoft get creamed.
Yield-Curve Spaghetti: “Middle-Age Sag” Gets Fatter, May Serve Up Surprises by Wolf Richter • May 30, 2019 • 41 Comments This peculiar creature of an inverted yield curve.
OK, I Get it, Markets Have Gone Nuts: Junk-Bonds Are in Party Mood, Treasuries Clamor for Doom & Rate Cuts by Wolf Richter • May 30, 2019 • 103 Comments One of them is wrong. Watch out for it to snap in an ugly manner.
THE WOLF STREET REPORT by Wolf Richter • May 26, 2019 • 94 Comments How a Low Share Price Would be Fatal for Tesla, and why Musk has to pump it up, come hell or high water.
My Fancy-Schmancy “Fed Hawk-o-Meter.” And the Fed Says It’ll be “Patient” with Rate Cuts, Even at “Low Inflation” by Wolf Richter • May 22, 2019 • 38 Comments The Fed introduces a new thingy about “patient” to tamp down on the clamorers on Wall Street.
Subprime Profit-Machine Hiccups: Credit-Card Charge-Offs Rise Across Banking System by Wolf Richter • May 22, 2019 • 45 Comments Impact felt by the real economy and the most vulnerable consumers.
