How the Inventory Pileup Boosted Q1 Blowout GDP and What Carmageddon Has to Do with It by Wolf Richter • Apr 28, 2019 • 61 Comments A six-quarter surge, with first signs that some of it has started to unwind.
US Auto Imports from Mexico Surge 10% in Q1 to New Record, Despite Dropping Sales in the US by Don Quijones • Apr 24, 2019 • 19 Comments 16% of the 4 million new vehicles sold in the US in Q1 were assembled in Mexico.
Carmageddon at Tesla-Panasonic Gigafactory in Nevada and Shanghai by Wolf Richter • Apr 11, 2019 • 118 Comments Expansion & investment plans frozen, after deliveries of Teslas plunged in Q1
Next Phase in Trucking Boom-Bust Cycle Has Started by Wolf Richter • Apr 3, 2019 • 50 Comments From “capacity panic” to “overcapacity” in less than a year?
US Still Cleanest Dirty Shirt Among Manufacturing Giants, Germany Drops to Debt Crisis Levels, Japan Contracts, China Counts on Government Bailout of Private Sector by Wolf Richter • Apr 1, 2019 • 45 Comments But the US shirt is getting dirtier. Germany’s manufacturing data “makes for uncomfortable reading.”
Worsening Inventory Pileup Rattles Goods-Based Economy by Wolf Richter • Mar 22, 2019 • 90 Comments And how it compares to what happened during the Financial Crisis.
US is Cleanest Dirty Shirt Among Manufacturing Giants. China, Japan & Germany Sink by Wolf Richter • Mar 3, 2019 • 56 Comments The four account for 58% of global manufacturing value added. And the big exporters are getting hit.
Phenomenal Trucking Boom Ends, Trucking Bust Starts by Wolf Richter • Feb 6, 2019 • 56 Comments So that U-turn was fast, even for the legendarily cyclical trucking business.
New Trucks are Hot, Prices Surge. But Cars Face Carmageddon. And Total Sales Fall by Wolf Richter • Feb 5, 2019 • 91 Comments Americans love paying big profit margins for big equipment, and automakers love them for it, but total sales are declining, and something doesn’t add up.
We’re Flying with Eyes Partially Closed into Turbulent Markets & Economy by Wolf Richter • Jan 25, 2019 • 66 Comments But for the markets: “No Data is Good Data”
