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.
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
