This is “Unusual Outside a Recession Period”: New York Fed Grapples with Weak Demand by Wolf Richter • Nov 7, 2016 • 48 Comments The red flag: a “slump” in imports despite the Strong Dollar.
Done in by Overcapacity, Stagnant World Trade, and China, Korean Shipbuilders Collapse on Top of Taxpayers by Wolf Richter • Nov 1, 2016 • 48 Comments Orders plunge 87% from an already terrible 2015.
EVs will Crush Jobs in Auto Manufacturing, VW Warns by Wolf Richter • Oct 28, 2016 • 133 Comments A global shift.
What’s Really Different this Time: Business Investment Drops to Lowest September since 2010 by Wolf Richter • Oct 27, 2016 • 39 Comments Why is this economy not yet in an official recession?
US Freight Volume Drops to Lowest Level since 2009, “Industrial Recession” Hits Full Stride, Overcapacity Crushes Rates by Wolf Richter • Oct 19, 2016 • 36 Comments “We’ve been patiently waiting for the consumer.”
It Starts: Shutdowns, Production Cuts, Layoffs at Auto Plants by Wolf Richter • Oct 17, 2016 • 47 Comments “We continue to match production with demand”: Ford
Texans Are Cutting Back, Wheels Come off Houston Economy by Wolf Richter • Oct 8, 2016 • 32 Comments Five-year retail boom implodes.
Recession Watch: US Freight Drops to Worst Level since 2010, “Excess of Capacity” Crushes Rates by Wolf Richter • Sep 20, 2016 • 12 Comments “Overall shipment volumes are persistently weak.”
Canadian Auto Industry is in for a Rough Ride by Angela Johnson • Sep 4, 2016 • 14 Comments Will these converging headwinds lead to a repeat of 2009?
What Rail Freight Volume just Said about China by Wolf Richter • Aug 30, 2016 • 31 Comments Mandating top-down economic growth is not enough.
