THE WOLF STREET REPORT by Wolf Richter • Mar 31, 2019 • 75 Comments How Rising Home Prices & Rents Hammer the Real Economy.
Consumers Revert to “Normal” Range, after Red-Hot mid-2018 by Wolf Richter • Mar 29, 2019 • 59 Comments Personal income sets record. Bond market bet on inflation may get challenged.
Reverse Sticker Shock? No Inflation for New Vehicles for 22 Years, Says Consumer Price Index, as Taurus Prices Soared 55% by Wolf Richter • Feb 13, 2019 • 110 Comments But then there’s the “average transaction price.”
“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.
