Fed’s Nightmare: CPI Inflation in Core Services Worst in 6 Months, Pushing Core CPI to Worst in 6 Months. Some Goods Prices Fell, Others Rose by Wolf Richter • Aug 12, 2025 • 114 Comments The shocker for the 2nd month was the re-acceleration of inflation in core services, the biggie, accounting for 60% of overall CPI.
Serious Delinquency Rates for Subprime & Prime Auto Loans, their Balances, and their Burden: Our Drunken Sailors in Q2 by Wolf Richter • Aug 11, 2025 • 31 Comments Subprime is, as always, in trouble, which is why it’s subprime – high-risk-high-profit auto sales & lending that can entail steep losses.
Average Age of First-Time Home Buyers and How it Changed over the Past 25 Years by Wolf Richter • Aug 11, 2025 • 95 Comments Turns out, younger people live their lives, and have always done so.
Government Sold $724 Billion of Treasuries this Week, Debt Hits $37.0 Trillion. Getting Ready for the Fed’s Shift to T-Bills by Wolf Richter • Aug 8, 2025 • 120 Comments 10-year and 30-year yields rose after rough auctions, despite huge issuance of T-bills to take pressure off long-term yields.
Inventory of Homes for Sale Balloons in Texas and its Big Metros: Dallas-Fort Worth, Houston, Austin, San Antonio by Wolf Richter • Aug 8, 2025 • 48 Comments Amazing turn of events: From desperate “housing shortage” to massive inventory pile-up in four years.
Fed Balance Sheet QT: -$19 Billion in July, -$2.32 Trillion from Peak, to $6.64 Trillion by Wolf Richter • Aug 7, 2025 • 41 Comments The ratio of the Fed’s assets to GDP dropped to 21.9%, lowest since Q4 2019 and back where it had been in 2013.
Used Car & Truck Wholesale Prices amid Solid Retail Demand and Tight Supply by Wolf Richter • Aug 7, 2025 • 15 Comments Another squiggle, down this time, in moderate inflationary pressures that started a Year Ago.
Days on the Market Blow Out in Florida’s Big Metros as Homes for Sale Don’t Sell and Pile Up by Wolf Richter • Aug 7, 2025 • 110 Comments Despite big waves of delistings.
Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q2 2025 by Wolf Richter • Aug 6, 2025 • 49 Comments Taxpayers and investors are mostly on the hook this time, not banks.
Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Collections, Foreclosures, Bankruptcies: Our Drunken Sailors’ Debts in Q2 2025 by Wolf Richter • Aug 5, 2025 • 109 Comments The long-defaulted federal student loans come out of the shadows of government forbearance.
