The Huge US Bond Market and the US Dollar Blow Off the “Debasement Trade” by Wolf Richter • Oct 13, 2025 • 121 Comments The bond market has taken the opposite bet, and the dollar has strengthened.
Is it Really Different this Time? by Wolf Richter • Oct 10, 2025 • 190 Comments AI is huge. But so is the mania of hype, hocus-pocus deals, and piles of real money fortified by leverage that caused stock prices to explode.
Amazing How the Money-Printing World Has Reversed by Wolf Richter • Oct 9, 2025 • 77 Comments Balance Sheet as % of GDP: Fed, ECB, BOJ, BOE, and Central Banks of Canada, Australia, New Zealand, and Sweden
ECB’s QT Has Knocked €3.28 trillion off its Balance Sheet (far More than the Fed’s QT) and Accelerated QT Further this Year by Wolf Richter • Oct 8, 2025 • 52 Comments Gold mark-to-market quarterly adjustment: +€158 billion for Q3 on gold’s price spike, largest ever write-up.
Home Prices in the Largest Countries of Europe Range from Splendid Housing Bubbles to a Market that Dropped back to 2010 by Wolf Richter • Oct 6, 2025 • 81 Comments Germany, France, Italy, Spain, Netherlands, Poland, Belgium, Sweden, Ireland, Austria, Norway, Denmark, Romania, Czech Republic, Finland, Portugal.
Jobs Report to Get Hit by 100,000 Federal Government “Deferred Resignations” on top of the Jobs Already Shed. But ICE Is Hiring by Wolf Richter • Oct 4, 2025 • 74 Comments Bringing federal job losses to over 200,000 since January. Excluding federal & state, nonfarm payrolls haven’t been all that bad.
Fed Balance Sheet QT: -$15 Billion in September, -$2.38 Trillion from Peak, to $6.59 Trillion by Wolf Richter • Oct 2, 2025 • 70 Comments The Standing Repo Facility got a bit of use on Sept. 15 (corporate tax day) amid minor liquidity strains in the repo market.
Status of US Dollar as Global Reserve Currency: USD Share Plunges to Lowest since 1994, as USD Exchange Rates Tank, Central Banks Diversify by Wolf Richter • Oct 2, 2025 • 51 Comments The rise of the “non-traditional reserve currencies.”
The 14 Bigger Cities with the Biggest Price Declines of Single-Family Homes (-10% to -24%) through August by Wolf Richter • Sep 23, 2025 • 103 Comments Oakland, Austin, New Orleans, Cape Coral, San Francisco, Birmingham, Washington DC, Fort Myers, Denver, Portland, Phoenix, Sarasota, Naples, Hayward.
Longer-Term Treasury Yields & Mortgage Rates Jump after Rate Cut, Yield Curve Steepens, Bond Market Gets Edgy by Wolf Richter • Sep 21, 2025 • 106 Comments Bond market reacts to inflation expectations and supply of new bonds, not the Fed’s policy rates.
