The Biggie that Used to Be Strong: Nonresidential Construction Spending Suddenly Sags by Wolf Richter • Aug 1, 2019 • 52 Comments Only feeble signs of manufacturing returning to the US (you’ve got to build the plants first).
World Trade in Face of Tariffmageddon, Trade Wars & Manufacturing Slowdown by Wolf Richter • Jul 25, 2019 • 70 Comments Consumers and companies keep plugging, the world has not come to an end.
I Got it, Nothing Matters. Tesla, Boeing, Other Stocks: It’s Like the Whole Market Has Gone Nuts by Wolf Richter • Jul 24, 2019 • 274 Comments Story stocks, momentum stocks, hyperventilation stocks, consensual hallucination stocks, financial engineering stocks: anything but reality.
Truck Makers Are Going to Have to Fess Up Soon by Wolf Richter • Jul 9, 2019 • 17 Comments “Orders” of Heavy Trucks Collapsed by 70% but “Sales” Rose to Highest Level Since 2006: There’s a Lag. And Sales Are Next
Boeing, Airbus and Airline Overcapacity in Asia & Europe by MC01 • Jul 7, 2019 • 63 Comments And 200 miracle orders — well, just a letter of intent — for the Boeing 737 MAX at the Paris Air Show.
New-Vehicle Sales Fall to 1999 Levels: How to Grow Revenues After 20 Years of Stagnation (Yup, You Guessed It) by Wolf Richter • Jul 3, 2019 • 67 Comments Carmageddon for cars. But big equipment is hot and gets pricier.
Trucking is Infamously Cyclical, But This is a Tad Extreme by Wolf Richter • Jul 2, 2019 • 27 Comments After truck manufacturers eat up their backlogs, then what?
Average Miles Driven per Vehicle Drop to 1992 Level: Automakers Not Amused by Wolf Richter • Jun 29, 2019 • 87 Comments They’re engaged in a highly competitive, saturated market, dominated by finicky Americans who demand top quality, but who drive their vehicles less.
Latest Act in the Crisis of the Enormous Korean Shipbuilders by MC01 • Jun 23, 2019 • 33 Comments And now not even their foreign subsidiaries are immune.
Crude Steel Production: China Knocks the Socks off Rest of the World by Wolf Richter • Jun 21, 2019 • 50 Comments China’s share surges to 54%. US in fourth Place, Canada an Also-Ran. Here are the largest crude steel producers in the world.
