Bond Market Has Been Clueless about Inflation for Decades, Now More so Than Ever. The Meme the Drop in Yields = End of Inflation is a Fantasy by Wolf Richter • Jul 24, 2021 • 226 Comments Even before QE, the 10-year yield lagged years behind CPI, up and down. And now, the Fed manipulates the market with QE.
Plunge of Retail Inventories, Collapse of New & Used Vehicle Inventories: The Shortages Depicted in Charts by Wolf Richter • Jul 18, 2021 • 146 Comments Inventories at retailers document this mess.
Americans Pay More to Get Less: Retail Sales Outrun by Inflation by Wolf Richter • Jul 16, 2021 • 219 Comments Welcome to Fed’s New World of Inflation.
This “Temporary” Inflation Is Turning into an Inflation Spiral by Wolf Richter • Jul 15, 2021 • 262 Comments Get Used to Higher Inflation. My Thoughts on the Biggest Mess I’ve Seen in Decades (transcript).
The Chilling Thing Disney’s “Black Widow” Said about the Future of Movie Theater Chains by Wolf Richter • Jul 12, 2021 • 180 Comments Opening weekend ticket sales in 98th place, but streaming revenues hit it out of the ballpark.
Is this the Reversal of Exodus-Triggered Plunges & Spikes of Rents? Mmmm-maybe by Wolf Richter • Jun 24, 2021 • 113 Comments Price discovery in uncertain times.
The Breathtaking Collapse of Retail Rents in Manhattan, Year 7 by Wolf Richter • Jun 23, 2021 • 99 Comments Retailers willing to battle ecommerce will find “ample availability” – shuttered stores dotting the sidewalks – and much lower but still very high rents.
No, Blackstone Didn’t “Buy 17,000 Houses” out from under Desperate Homebuyers. And BlackRock Didn’t “Buy a Whole Neighborhood.” But Built-to-Rent is a Huge Change by Wolf Richter • Jun 22, 2021 • 147 Comments Internet BS made from twisted headlines is fun to spread. But reality is a lot more interesting.
Most Important Measure of Fed’s Economy: My “Per-Household Wealth Effect Monitor” for Q1, Based on Fed Data by Wolf Richter • Jun 21, 2021 • 266 Comments How the “Wealth Effect” benefits Americans individually.
It Gets Ugly: Dollar’s Purchasing Power Plunged at Fastest Pace since 1982. It’s “Permanent” not “Temporary,” Won’t Bounce Back by Wolf Richter • Jun 10, 2021 • 314 Comments But it’s a lot worse than it appears.
