Oil Jumps, but It’s Not the 1970s anymore: US Crude Oil Production Hits Record, Net Exports Soar, Imports Decline by Wolf Richter • Mar 3, 2026 • 40 Comments The US has become a large exporter of value-added petroleum products, including diesel and gasoline.
Drill Baby Drill for 20+ Years: US Natural Gas Production Jumps to Record, Exports via LNG & Pipeline Spike to Record in 2025 by Wolf Richter • Mar 2, 2026 • 30 Comments And the price of US natural gas fell back to where it had been 30 years ago.
Services PPI Inflation Explodes. Goods PPI Jumps as Companies Shuffle Tariffs to Each Other. Food & Energy Plunge by Wolf Richter • Feb 27, 2026 • 104 Comments It will further fuel the acceleration of the Fed-favored PCE Price Index.
WHOOSH Goes Demand for Electricity. US Power Generation by Source in 2025: Natural Gas, Coal, Nuclear, Wind, Hydro, Solar, Biomass, Geothermal, Petroleum by Wolf Richter • Feb 24, 2026 • 96 Comments Amid a struggle to power AI data centers.
PCE Inflation (2.9%, 3.0%) and GDP Inflation (3.7%) Got Hotter, but CPI Inflation (2.4%) Cooled. Why? The Fed Needs to Pay Serious Attention by Wolf Richter • Feb 21, 2026 • 51 Comments The PCE price index gets pushed down far less by the doctored housing index than CPI does because housing weighs half as much in PCE.
Hot Inflation & Plunge in Federal Government Spending Slam Real GDP. But Trade Deficit Least Bad in 2 Years by Wolf Richter • Feb 20, 2026 • 28 Comments Domestic private demand, without government and trade, rose by 2.4% adjusted for inflation.
Single-Family & Multifamily Construction: Bring on the Supply just as Population Growth Slows to a Crawl by Wolf Richter • Feb 18, 2026 • 53 Comments This is precisely what this overpriced and frozen housing market needs.
Serious Delinquency Rates for Subprime & Prime Auto Loans, Balances, and Debt-to-Income Ratio in Q4 2025 by Wolf Richter • Feb 17, 2026 • 50 Comments The high-risk, high-profit ecosystem of subprime auto loans is not for the squeamish.
Not Seasonally Adjusted, Retail Sales Spiked by $80 billion, the Most for any December Ever by far, to $817 Billion, the Most Ever by Wolf Richter • Feb 10, 2026 • 34 Comments Seasonal Adjustments Gone Awry? They whacked $82 billion off December sales, by far the most ever.
Despite 4 Years of Mass-Layoffs at Alphabet & Amazon, Headcount Rose in 2025, Nearly Flat with Peak, as Hiring Continued by Wolf Richter • Feb 9, 2026 • 37 Comments After biggest hiring binge ever in 2020-2021, it was clear there’d be a lot of sorting out & cleaning up afterwards.
