As US Dollar & Interest Rates Rise, All Heck Breaks Loose in Emerging Market Currencies by Wolf Richter • May 10, 2018 • 67 Comments When the “hot money” gets antsy, a currency crisis morphs into a debt crisis.
What’s Going On in the Used Vehicle Market? by Wolf Richter • May 8, 2018 • 68 Comments They’re hot, price inflation is building up.
Rate Hike Ammo by Wolf Richter • Apr 30, 2018 • 61 Comments Fed’s favorite inflation gauge spikes, consumer spending holds up solidly.
Employment Costs Surge Most since 2008, Fed Raises Eyebrow by Wolf Richter • Apr 27, 2018 • 47 Comments Salaries, wages, benefits: a combustible fuel for the Fed’s tightening machine.
Update on the Most Splendid Housing Bubbles in the US by Wolf Richter • Apr 24, 2018 • 73 Comments Everything spikes.
Fed Warns Markets: Don’t Get Spooked about Coming Spike in PCE Inflation by Wolf Richter • Apr 11, 2018 • 49 Comments Inflation day didn’t disappoint. “Underlying Inflation” hottest since July 2006.
Freight Costs and Volumes Surge, Inflation Fears Heat Up by Wolf Richter • Mar 22, 2018 • 51 Comments “We are seeing an unprecedented rise in logistics costs,” General Mills CEO
Surging Freight Costs Fire Up Inflation Fears by Wolf Richter • Feb 23, 2018 • 59 Comments “Pricing power has erupted…”
Retail Sales, Inflation Add Fuel to Fed’s Rate-Hike Trajectory, Treasuries Dive as Yields Surge by Wolf Richter • Feb 14, 2018 • 55 Comments But something funny happened on the way to the headlines.
Four Rate Hikes in 2018 as US National Debt Will Spike by Wolf Richter • Feb 12, 2018 • 112 Comments Chorus gets louder. But no one will be ready for those mortgage rates.