US Natural Gas Production and LNG Exports amid Urgent Demand for LNG from Europe by Wolf Richter • Mar 28, 2022 • 126 Comments Biggest buyers of US LNG: South Korea, China, Japan, Brazil. But Mexico bought more US natural gas than all four combined.
Stocks in Germany, the UK, France, Italy, and Spain Plunge Below Year 2000 Levels: Buy-and-Hold Horror Shows by Wolf Richter • Mar 6, 2022 • 204 Comments Food for thought in light of the biggest stock market bubble in the US ever.
Wholesale Price Inflation in Germany Totally Blows Out, Highest in the Data Going Back to 1962 by Wolf Richter • Dec 13, 2021 • 161 Comments The ECB is still recklessly delusional.
The Process of Ending Massive Money Printing Has Started by Wolf Richter • Sep 9, 2021 • 261 Comments ECB second giant to taper. Bank of Japan already ended QE. Bank of Canada shed 15% of assets. UK, Australia are tapering. New Zealand quit cold turkey
The Dollar’s Declining Status as Dominant “Global Reserve Currency” v. the Dollar’s Exchange Rate by Wolf Richter • Jul 5, 2021 • 208 Comments Nothing Goes to Heck in a Straight line, not even the dollar’s hegemony.
Two UK Commercial Real Estate Funds Shut Permanently, Investors Trapped, as Sector-Wide Exodus Intensifies by Nick Corbishley • Jun 26, 2021 • 84 Comments The sector was already hit hard by Brexit, then by lockdowns, and now by working from home as companies plan to cut floor space.
Bank of England Chief Economist: Avoid Inflation Surge “Like the Plague” by Nick Corbishley • May 29, 2021 • 81 Comments “An upside surprise to inflation is among the greatest risks.”
How my Friend’s Small Hostel in Barcelona Survived by Nick Corbishley • May 26, 2021 • 69 Comments “It’s impossible to know how many of these shuttered hotels and hostel will reopen.”
How the BoE & UK Government Stoke the Housing Fire by Nick Corbishley • May 10, 2021 • 35 Comments Mortgage applications spike to record, while 130,000 homeowners are on mortgage holidays, 500,000 on tailored payment plans, and over 1 million are in unmortgageable apartments due to the flammable cladding crisis.
Bank of England Now 2nd Central Bank to Taper, After Canada, but Denies Tapering is “Tapering,” also Following Canada by Wolf Richter • May 6, 2021 • 69 Comments The Big Taper starts one central bank at a time. But you gotta keep the markets from swooning with a bit of welcome delusion.
