CPI Inflation Rose on Food & Energy Prices, even before Gasoline Price Spike. YoY still Pushed Down by Bad-Joke OER by Wolf Richter • Mar 11, 2026 • 57 Comments The Bad Joke of Owners Equivalent of Rent (OER) explained.
Supply of Single-Family Homes Surges to Highest for February in 9 Years, Demand Stuck in the Deepfreeze by Wolf Richter • Mar 10, 2026 • 73 Comments Condo sales plunged to a record low shared with two other months.
Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation by Wolf Richter • Mar 10, 2026 • 73 Comments California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23.
Crude Oil WTI Plunged by 24%, Back Below $88, from $116 Overnight. Gasoline Futures -16%. Manic Speculation Unwinds by Wolf Richter • Mar 9, 2026 • 60 Comments The Futures Market is where the Imbeciles go nuts.
Crude Oil WTI Spikes by 28% Overnight to $116, Gasoline Futures +17%. Asian Stocks Plunge, US Stock Futures Deep Red by Wolf Richter • Mar 8, 2026 • 103 Comments For the US, the Strait of Hormuz blockage is a Price Shock and inflation problem, not a Supply Shock. For Europe & Asia, it could turn into a Supply Shock if the blockage persists.
10-Year & 30-Year Treasury Yields Jump, Yield Curve Steepens, Mortgage Rates Jump too, as Inflation Fears Move to the Top by Wolf Richter • Mar 7, 2026 • 71 Comments The bond market flipped from haven trade to inflation trade.
Where Americans Spend their Trillions on Goods and How that Changed since 2015 by Wolf Richter • Mar 6, 2026 • 60 Comments Big structural changes in spending patterns created winners and losers.
Supply of Labor Fell in 2025 on Immigration Crackdown: Massive Change in Labor Market Dynamics that Explains a Lot by Wolf Richter • Mar 6, 2026 • 51 Comments The annual adjustments of the labor force to the new population estimates are in, and they’re revealing.
Update on the Fed’s Balance Sheet and its Reserve Management Purchases by Wolf Richter • Mar 5, 2026 • 24 Comments Adding T-bills, shedding MBS, Treasury note & bond balances on ice, SRF unused.
Companies Report Raging Inflation, Except in Wages & Rents by Wolf Richter • Mar 5, 2026 • 144 Comments Double-digit increases in employee health insurance costs hold down wage increases.