Econ Rumblings

Future of the Fed’s Balance Sheet: Fed’s Logan on How Assets Might Shift from Longer-Term Securities to Short-Term T-Bills, Repos, and Loans after QT Ends. MBS Entirely Off the List

by Wolf Richter • Feb 25, 2025 • 53 Comments

This would be like a reverse Operation Twist.

Buyers Strike Crushes Green Shoots of Demand for Existing Homes, amid Surging Supply, Active Listings & Days on Market

by Wolf Richter • Feb 21, 2025 • 86 Comments

Demand destruction because prices are too high after the 50% price explosion during the pandemic.

Our Drunken Sailors and their Credit Cards: Delinquencies, Balances, Burden, and Available Credit in Q4 2024

by Wolf Richter • Feb 19, 2025 • 39 Comments

More people, more workers, higher incomes, more spending. Banks eager to lend at high rates and collect swipe fees.

The Collapse of the EV SPACs: Nikola Joins EV SPAC Bankruptcy Lineup. Here Are Those Already Bankrupt, and Those Not Yet

by Wolf Richter • Feb 19, 2025 • 73 Comments

The Consensual Hallucination that drove the EV SPAC mania didn’t die with the EV SPACs; it moved on to other stocks.

The Most Splendid Housing Bubbles in America, Jan 2025: The Price Drops & Gains in 33 of the Largest Housing Markets

by Wolf Richter • Feb 16, 2025 • 119 Comments

21 metros below 2022 highs: Austin, San Francisco, Phoenix, San Antonio, Denver, Sacramento, Dallas-Ft. Worth, Houston, Seattle, Tampa, Atlanta, Portland, Salt Lake, Raleigh, Charlotte, Nashville, Las Vegas, Minneapolis…

Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Collections, Foreclosures, Bankruptcies: Our Drunken Sailors’ Debts in Q4 2024

by Wolf Richter • Feb 13, 2025 • 114 Comments

More people, more workers, more income, more debt.

Beneath the Skin of CPI Inflation: Worst Month-to-Month Acceleration of CPI since Aug 2023, on Spikes in Used Vehicles, Non-Housing Services, Food, Energy

by Wolf Richter • Feb 12, 2025 • 100 Comments

Inflation has been going in the wrong direction relentlessly month-to-month since June.

There Hasn’t Been Much if Any Reduction in WFH in over Two Years, Despite the Hype about RTO

by Wolf Richter • Feb 10, 2025 • 174 Comments

Hopes that Return to Office will bail out office CRE seem premature: data on office attendance and Working from Home.

Trade Deficit in Goods Worsens to All-Time Worst in 2024, Small Surplus in Services Rises, Overall Trade Deficit Worsens by 17%

by Wolf Richter • Feb 5, 2025 • 133 Comments

Goods deficits & Corporate America: Vietnam jumps to #3 on transshipments from China to dodge tariffs. Tiny Ireland jumps to #4 on trade invoicing to dodge US corporate income taxes.

What Trump’s Tariffs Did Last Time (2018-2019): No Impact on Inflation, Doubled Receipts from Customs Duties, and Hit Stocks

by Wolf Richter • Feb 3, 2025 • 178 Comments

I watched this stuff last time, amazed by the lack of inflation. Sure, “This time it’s different,” but those are the four most costly words on Wall Street.

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