Tesla Discloses US Revenues Collapsed 39%. Americans Sour on its Cars, Pent-Up Demand Exhausted by Wolf Richter • Oct 29, 2019 • 192 Comments This is a holy-cow moment.
Dual-Track Economy: Slowdown in Industrial Sectors Hits Truckers & Railroads. But Consumers Are Still Buying Stuff by Wolf Richter • Oct 14, 2019 • 30 Comments The hangover after the tariff-front-run boom last year.
GM, Ford, BMW, VW, Honda Shift More Production to Mexico. Auto Imports Surge Despite Decline in US Sales by Nick Corbishley • Oct 5, 2019 • 86 Comments But Mexican exports to other countries plunge, tripped up by global auto slowdown.
Orders of Heavy Trucks Collapse, Layoffs Start by Wolf Richter • Oct 3, 2019 • 24 Comments “Fleets are nervous. The latest manufacturing and construction numbers are concerning. The trade issue with China looms.”
Tariff-Front-Running Hits US Manufacturing, after Causing Biggest Surge since 2004 by Wolf Richter • Oct 1, 2019 • 25 Comments Supply chains begin to shift back to US suppliers, “due to tariffs.”
Light at End of Tunnel or Oncoming Train for the Goods-Based Economy? by Wolf Richter • Sep 15, 2019 • 54 Comments What US Freight Shipments and Pricing Say About the Slowdown.
It Starts: First Truck Maker Cuts Production by Wolf Richter • Aug 16, 2019 • 12 Comments Navistar confirms next phase in Transportation Recession.
Inflation Data Shows Tariffs Are Not a Tax on Consumers but on Foreign & US Corporations by Wolf Richter • Aug 13, 2019 • 70 Comments Here is where inflation runs hot – and it’s not imported consumer goods.
Why Have Global Semiconductor Sales Plunged & Gotten Stuck at These Levels for 5 Months Now? by Wolf Richter • Aug 10, 2019 • 79 Comments Today’s scenario is very unlike the plunge during the Financial Crisis, which blew over in no time.
What Plunging Global Semiconductor Sales Just Said about Autos, IT & How the Economy Reacts to Uncertainties by Wolf Richter • Aug 5, 2019 • 65 Comments The deepest plunge since the Financial Crisis, but more persistent.
