US Government Sold $620 Billion of Treasury Securities this Week. 10-Year Yield Ends at 4.31%, 30-Year Yield at 4.91% by Wolf Richter • Apr 11, 2026 • 93 Comments Those yields look too low for what’s coming at the bond market: The next wave of Inflation and a Fed that’s comfortable with 3%+ core PCE inflation.
First Wave of Energy Price Spikes Hit CPI Inflation by Wolf Richter • Apr 10, 2026 • 23 Comments Energy that Americans pay for directly: Gasoline, propane, fuel oil, other fuels, utility natural gas, and electricity.
US Government Interest Payments, Tax Receipts, Average Interest Rate on the Debt, and Debt-to-GDP Ratio in Q4 2025 by Wolf Richter • Apr 9, 2026 • 38 Comments It’s ugly, but slightly less ugly.
Six-Month Core PCE Inflation (still before Iran War) Jumps by Most since June 2024. The Fed Needs to Pay Attention by Wolf Richter • Apr 9, 2026 • 39 Comments “Market-Based Core PCE price index,” which excludes the imputed housing components, spiked by the most since February 2023.
Used Vehicle Wholesale Prices Jumped. That’s How it Started in 2020 when Broad Inflation Took Off by Wolf Richter • Apr 7, 2026 • 54 Comments These new inflation pressures suddenly building up in the pipeline are concerning.
$5+ Diesel Could Unleash Inflationary Mindset the Fed Better Not “Look Through.” Inflation Was already Hot before Iran War by Wolf Richter • Mar 24, 2026 • 118 Comments When this inflationary mindset takes off, inflation becomes like a runaway train.
Treasury Yields Spike, 10-Year to 4.39%, 30-Year to 4.96%, Mortgage Rates to 6.5%, as the Bond Market Gets Antsy by Wolf Richter • Mar 20, 2026 • 54 Comments Bond market frets about inflation, leveraged Treasury bets unwind, housing market frets about spring selling season.
Hot Producer Price Inflation Adds to Fed’s Complex and Worsening Inflation Problem by Wolf Richter • Mar 18, 2026 • 57 Comments Worst 6-month PPI inflation since August 2022 (+5.3% annualized). After multiple rate cuts by the Fed, inflation heats up everywhere: services, food, energy, other goods.
Core PCE Inflation Hits 3.1%, Worst in 2 Years, in Unique Twist Blows way past CPI Inflation. Driven by Core Services by Wolf Richter • Mar 13, 2026 • 29 Comments Energy spike is still to come. And today’s GDP inflation measure was revised up to 3.8%, worst since Q4 2022. The Fed needs to pay attention.
Energy Inflation for Americans by Wolf Richter • Mar 12, 2026 • 53 Comments Dropping gasoline prices since mid-2022 papered over big price increases in electricity and natural gas. But that’s now over.
