The “Everything Shortage”: Why Is Everything so Expensive & out of Stock? by Wolf Richter • Oct 20, 2021 • 143 Comments My take on a massive mess.
Used Vehicle Prices Spike to New Crazy Record in a Market Gone Nuts by Wolf Richter • Oct 7, 2021 • 126 Comments Not “temporary” yet.
New Vehicle Sales Plunge as Prices Soar amid Supply Chain Chaos, Chip Shortages, and Depleted Inventories by Wolf Richter • Oct 5, 2021 • 188 Comments Ford, whose sales plunged 18%, is suddenly No. 1 for September. That’s how bad it is.
Fed’s Lowest Lowball Inflation Measure Hits 30-Year High by Wolf Richter • Oct 1, 2021 • 118 Comments “Transitory” is the new Spandex.
When Fed Doves Get Hawkish… Balance Sheet Runoff Should Start at End of Taper, First Half 2022: Bullard by Wolf Richter • Sep 28, 2021 • 114 Comments “Inflation could be a lot more persistent than we had hoped.”
10-Year Yield Jumps to 1.43% as Bond Market Reacts to what the Fed Said Yesterday about Tapering, Rate Hikes, and Inflation by Wolf Richter • Sep 23, 2021 • 170 Comments The Fed is getting nervous about inflation. “Temporary” doesn’t cut it anymore. And the bond market is getting a whiff of it.
What a Collapse of China’s Evergrande Would Mean by Wolf Richter • Sep 15, 2021 • 260 Comments China hasn’t bailed out its over-indebted property developers yet, to the shock of foreign investors who’d bought their dollar bonds. Could the forced deleveraging trigger a financial crisis?
The Most Monstrously Overstimulated Economy & Markets Ever by Wolf Richter • Aug 25, 2021 • 160 Comments The Fed will trim back its stimulus, but it’s already too late, and it’ll be too little and too slow.
Is This Inflation Temporary? My Thoughts on the Biggest Mess I’ve Seen in Decades. And other Nuggets of Dispute by Wolf Richter • Jun 19, 2021 • 322 Comments Ah yes, and you’ll hear the first tidbit about the soon-to-be-infamous WOLF STREET beer-mug shortage.
Subprime Auto-Loan Delinquencies, Which Had Exploded, Plunged after Stimmies. These Folks Are Now on Buyers’ Strike by Wolf Richter • Jun 12, 2021 • 136 Comments Investors in subprime auto-loan Asset Backed Securities should be genuflecting in front of US taxpayers to thank them for the backdoor bailout.
