Producer Price Inflation Explodes as the Services PPI Blows Out on Top of the Energy Price Spike by Wolf Richter • May 13, 2026 • 121 Comments This is a massive amount of inflation that companies are passing on to each other through much of the economy.
Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Foreclosures, Collections & Bankruptcies in Q1 2026 by Wolf Richter • May 12, 2026 • 55 Comments Americans and their Debts: Student loans that suddenly have to be repaid again fueled overall delinquency rates.
CPI Inflation Blows Past Fed Rates as Core Services, Gasoline, Electricity, and Food Spike. Fed’s “Real” Rates Are now Negative by Wolf Richter • May 12, 2026 • 115 Comments The Bureau of Labor Statistics finally corrected part of the CPI distortions in September, October, and November.
Supply of Existing Single-Family Homes Rises to Highest in 10 Years, Condo Supply Highest since 2012, Sales in Deepfreeze by Wolf Richter • May 11, 2026 • 75 Comments April was another bad dud for spring selling season as supply continued to pile up.
Housing Bubble & Bust #1 and #2 as Seen through Employment at Mortgage Lenders and Mortgage Brokers by Wolf Richter • May 8, 2026 • 60 Comments Nonbank mortgage lenders shed 40% of their jobs this time, and loan brokers 38%. They react to demand, which collapsed.
Weirdest U.S. Labor Market I’ve Ever Seen: Supply of Labor Shrinks Further while Private-Sector Jobs Grow by Wolf Richter • May 8, 2026 • 91 Comments Federal government sheds more jobs, now down to 1966 levels. This labor market isn’t bad, just weird.
Prices of Used EVs Spike, from already Lofty Levels, as Gasoline Prices Spike. But Electricity Prices also Soared by Wolf Richter • May 7, 2026 • 33 Comments High gasoline prices tilt operating costs in favor of EVs. But soaring electricity prices eat into that math.
Construction Spending on Data Centers, Factories, Chip Plants, Powerplants, Office Buildings: Boom one End, Bust the Other by Wolf Richter • May 7, 2026 • 21 Comments AI investment mania and the second wave of semiconductor plants.
Housing Market’s Crucial “Spring Selling Season” Is in Tatters by Wolf Richter • May 6, 2026 • 98 Comments For the 4th year in a row: Normal-ish mortgage rates, too-high prices, and the “lock-in effect” from the Fed’s reckless interest-rate repression.
New Single-Family Home Prices Drop Further amid Inventory Glut. But Lower Prices Beget Higher Sales by Wolf Richter • May 5, 2026 • 42 Comments Inventory in the South still sky-high, up 60% from March 2019. But homebuilders understand what it takes: lower prices and big incentives.
