Trump Speaks and Stocks Spike, after Trump Spoke and Stocks Plunged (Makes You Wonder, Why even Own Stocks?) by Wolf Richter • Apr 9, 2025 • 271 Comments The huge spike, following the selloff, evokes further parallels with the Dotcom Bust and Financial Crisis crash, in the middle of which similar spikes occurred.
Shadow Inventory of Vacant Homes Suddenly Piles on the Market in Texas. New Listings, Active Listings Spike to Highest for March in Many Years by Wolf Richter • Apr 9, 2025 • 60 Comments Houston, Dallas-Fort Worth, Austin, San Antonio: Even as sales plunge, vacant homes pile on the market that were held off the market during Covid.
But this Kind of Dynamic Sprinkles Additional Cold Water on the Idea of a Looming Recession by Wolf Richter • Apr 8, 2025 • 128 Comments Inland Empire PMI spikes to highest since early 2021, New Orders spike to record: Private sector is dynamic. But not always in linear ways.
10-Year Treasury Yield Snaps Back Brutally, Stocks Go Crazy, S&P 500 Spikes 8.5% then Plunges Back in 1 Hour on Fake News by Wolf Richter • Apr 7, 2025 • 131 Comments Treacherous markets. But they did seem to catch their breath finally. Stocks are due for a big bounce.
Bank of Japan’s QT Accelerates, 2 Years Behind the Fed & ECB, but Now Visibly Part of the QT Party by Wolf Richter • Apr 7, 2025 • 14 Comments BOJ Quantitative Tightening: -¥18 trillion (-$120 billion) in March, -¥27 trillion YoY, to ¥729 trillion total assets, lowest since December 2022.
Inventories of Existing Homes in Florida Spike in March to Highest since at Least 2016, Massive Jumps in Tampa, Miami, Orlando, as Buyers Are on Strike by Wolf Richter • Apr 5, 2025 • 116 Comments These sellers have to compete with inventory of new houses that in the South is now above Housing Bust highs.
The Stock Market May Be in Trouble and Consumers May Be in a Sour Mood, But the Labor Market Is Just Fine by Wolf Richter • Apr 4, 2025 • 183 Comments Despite the furor over government job cuts, tariff chaos, and what not.
Fed Balance Sheet QT: -$33 Billion in March, -$2.24 Trillion from Peak, to $6.72 Trillion, Lowest since May 2020 by Wolf Richter • Apr 3, 2025 • 117 Comments Fed’s assets-to-GDP ratio dropped to 22.6%, first seen in 2013. Quantitative Tightening has shed 25% of total assets from peak.
Stocks Plunge as the Market Understood What Tariffs Are: A Tax on Corporate Profit Margins by Wolf Richter • Apr 3, 2025 • 1 Comment Trump explained it clearly yesterday, and markets understood. But companies have known it all along.
Our Drunken Sailors Are Back: New Vehicle Sales Surge in March, after Rising in January & February, Best Q1 since 2019 by Wolf Richter • Apr 3, 2025 • 82 Comments GM’s Q1 sales soar, with EV sales +94%, Hyundai-Kia and Honda sales soar, Toyota’s nearly flat, Ford’s dip, Stellantis still in death spiral.
