The Acceleration of Inflation in the Second Half Has Begun, “Disinflation” Honeymoon Terminated by Wolf Richter • Sep 13, 2023 • 329 Comments Month-to-month CPI spikes, core CPI and core services CPI accelerate, despite ongoing massive health insurance adjustment.
How Have Mortgage Rates Hit Home Sales & Inventory? Where Will Inflation & Long-Term Rates Go? Have Credit Cards Propped up Consumers Spending? by Wolf Richter • Sep 3, 2023 • 65 Comments Wolf Richter on HoweStreet.com Radio
Robotaxis in San Francisco (now Rideshare Drivers Fear for their Jobs). And my Thoughts on the “15-Minute City” by Wolf Richter • Aug 27, 2023 • 142 Comments Wolf Richter on HoweStreet.com Radio
Here Comes the Tsunami of Longer-Term Treasury Notes & Bonds: Monthly Auction Sizes +60% by August Next Year by Wolf Richter • Aug 2, 2023 • 180 Comments Good Lordy.
What the USD’s Decline as Global Reserve Currency Means for the US. What’s the Chance of a Recession? Will Interest Rates Hit Real Estate? What’s Going on with New & Used Vehicles? by Wolf Richter • Jul 23, 2023 • 89 Comments Wolf Richter on “This Week in Money.”
End of Easy Money: Financial Conditions Loosen Again for Junk-Rated Companies. But Some that Long Teetered Finally Go Over the Bankruptcy Cliff by Wolf Richter • Jul 10, 2023 • 119 Comments Tightening is a slow process, and there is still a flood of excess liquidity chasing after yield.
Why a “Pause” Points to Higher for Much Longer. CRE Blowups & Banks. CRE & the Housing Market. What’s the Deal with Inflation? And of course, New & Used Cars by Wolf Richter • Jun 19, 2023 • 129 Comments Wolf Richter on This Week in Money.
Inflation a Stickier Problem than Markets Realize by Wolf Richter • May 25, 2023 • 110 Comments Wolf Richter on inflation, consumers, the labor market, and when will these drunken sailors finally stop throwing money around, with Adam Taggart on Wealthion.
Faster QT instead of More Rate Hikes to Fight Inflation? Higher Rates Can also Fuel Spending? Are Auto Loans Harder to Get? EVs and the Energy Sector; the Future of Office Towers… by Wolf Richter • May 21, 2023 • 67 Comments Wolf Richter on This Week in Money.
And if the Most Clamored-for Recession Ever Fails to Appear? How a Higher Inflation Target Would Hit Markets, Banks’ Exposure to CRE, Blowups of Subprime Auto Dealers-Lenders… by Wolf Richter • Apr 26, 2023 • 61 Comments And other Goodies. Wolf Richter on This Week in Money.
