“Double Whammy of Rising Rates for Us and Our Consumers”: AutoNation by Wolf Richter • Oct 31, 2018 • 70 Comments We knew “free money would inevitably end”: CEO Jackson. “Affordability would become an issue – particularly around new vehicles.”
Amid Market Rout, Decade of “Financial Repression” Ends, Capital Preservation Suddenly is a Thing by Wolf Richter • Oct 11, 2018 • 103 Comments This will dog the stock market going forward.
I Was Asked: Why Did All this Money-Printing Not Trigger Massive Inflation? by Wolf Richter • Oct 9, 2018 • 180 Comments Japan monetized 50% of its national debt. Why has there not been a surge of inflation? And why can’t the Fed restart QE and do the same?
US Dollar & Emerging Market Stocks: Big-Fat Gains Turn to Big-Fat Losses by Wolf Richter • Oct 9, 2018 • 37 Comments “The tide is going out and investors are starting to worry about which EM economies have been swimming naked.”
What Truckers & Railroads Said About the Economy: Blistering Demand is Backing Off, Cyclicality Lives by Wolf Richter • Sep 13, 2018 • 15 Comments But the cost of shipping surges, no holds barred.
What’s Going On in the Used Car & Truck Market? by Wolf Richter • Sep 10, 2018 • 12 Comments Prices spike to record. Consumers, struggling with affordability, switch from new to used.
The Most Splendid Housing Bubbles in America by Wolf Richter • Aug 28, 2018 • 62 Comments New York condo prices fell again. Historic spikes slow in Seattle and other metros.
Fed Economists Deliver Ammo for Hawkish Approach to Inflation by Wolf Richter • Aug 26, 2018 • 49 Comments Because “outsized deviations of inflation from its target are a plausible outcome.”
What Truckers & Railroads Just Said about the US Economy by Wolf Richter • Aug 16, 2018 • 24 Comments It’s cyclical.
Rate Hike Ammo, Even Without Food & Energy by Wolf Richter • Aug 10, 2018 • 59 Comments Core CPI jumps the most since 2008.
