Empty Shelf at a Grocery Store Near You? Tight Inventories, Labor Shortages, Supply Chain Snags, Strong Sales, Soaring Costs by Wolf Richter • Jan 17, 2022 • 258 Comments It shows how brittle the system has become in face of every new challenge.
Time to Revisit that Crazy Lumber Price Spike that Died and Came Back to Life by Wolf Richter • Jan 13, 2022 • 142 Comments The spike was thought to be buried and relegated to history. Turns out, it was an undead spike that’s now roaming the land again, wreaking havoc
Shipping Expenses in the US Go Through the Roof by Wolf Richter • Jan 13, 2022 • 101 Comments Amid transportation chaos & delays, high demand, soaring diesel prices, and labor shortages.
Purchasing Power of the Dollar Goes WHOOSH! by Wolf Richter • Jan 12, 2022 • 270 Comments Worst inflation in 40 years is spreading deeper into the economy.
Most Reckless Fed Ever: “Real” Federal Funds Rate Now the Most Negative Ever by Wolf Richter • Jan 12, 2022 • 159 Comments Even most junk bonds have negative “real” yields. And the Fed is still fueling this madness.
Wage Price Spiral Takes Off, Companies Point at it: Albertsons Shares -8%, JP Morgan’s Dimon Sees “Huge Pressure” on Labor Market by Wolf Richter • Jan 11, 2022 • 175 Comments The Fed finally sees it too.
Buyers’ Strike Finally? Dynamics of Crazy Used-Vehicle Prices Weakened, Retail Sales Fell, Supply Ballooned to 23% Above Normal by Wolf Richter • Jan 9, 2022 • 157 Comments Are these crazy used-vehicle prices finally triggering some resistance among buyers?
Markets Suddenly Hear Hawkish Fed: Stocks Sag, ARKK Plunges, Yields Jump, Cryptos (the New Hedge Against Inflation) Fail to Hedge, Plunge in Sync by Wolf Richter • Jan 5, 2022 • 203 Comments Quantitative Tightening coming sooner, faster, and bigger, according to the Fed’s minutes today.
What I See for 2022: Interest Rates, Mortgage Rates, Real Estate, Stocks & Other Assets as Central Banks Face Raging Inflation by Wolf Richter • Jan 2, 2022 • 258 Comments An extra-special cocktail of three powerful ingredients with no cherry on top awaits us in 2022.
Oops, Americans’ Big Pay Increases Got Run Over by Even Bigger Price Increases by Wolf Richter • Dec 23, 2021 • 211 Comments Thank you, hallelujah, for the extra money, finally. But where did it go?