Trucking “Thrives on Stability, But We’re Now on a Rocky Road” by Wolf Richter • Dec 4, 2019 • 53 Comments Orders for heavy trucks re-plunged, after false bounce off the bottom.
HNA Gets Chopped Up, its Many Airlines Buckle & Get Bailouts to Dodge Messy Collapse, but its Hong Kong Airlines? by Wolf Richter • Dec 3, 2019 • 44 Comments The Chinese conglomerate had gone on a debt-fueled global acquisition binge, including in the US, and owned 18 airlines before it all came unglued.
Crude Oil Could Fall to $40 if OPEC+ Fails to Deepen Cuts by Wolf Richter • Dec 3, 2019 • 82 Comments As US oil production surges, the global oil market will be fundamentally oversupplied in 2020.
US Manufacturing Stuck in Dour Mood, After the Boom Last Year by Wolf Richter • Dec 2, 2019 • 55 Comments Worries abound, weakness persists, but some aspects and sectors tick up.
THE WOLF STREET REPORT: What Worries me About “Hedonic Quality Adjustments” by Wolf Richter • Dec 1, 2019 • 166 Comments An arcane device that impacts so much.
Another Negative-Interest-Rate Central Bank Laments What Negative Interest Rates Have Wrought by Nick Corbishley • Nov 30, 2019 • 127 Comments Instead of warning about the effects of this absurdity, they could just raise rates and quit buying bonds.
Momentous Change in US Crude Oil Market, with Global Impact by Wolf Richter • Nov 29, 2019 • 131 Comments But US “Energy Independence” is More Complicated.
Over-Indebted European Telecom Giant Tries to Dump its Latin American Empire by Nick Corbishley • Nov 29, 2019 • 48 Comments Telefonica, with operations in Venezuela, Argentina, Chile, Peru, Ecuador, Colombia, and Mexico, is on the verge of “junk,” and the ECB holds some of its debt.
What’s Behind the Subprime Consumer Loan Implosion? by Wolf Richter • Nov 28, 2019 • 110 Comments These are the good times, but why are subprime credit cards, auto loans, and short-term installment loans blowing out?
Brick & Mortar Rent Meltdown, Manhattan Style by Wolf Richter • Nov 27, 2019 • 120 Comments Asking rents for ground-floor retail space have plunged as landlords struggle with vacancies.
