THE WOLF STREET REPORT: After All This Money Printing, Where’s the Huge Inflation? by Wolf Richter • Jul 7, 2019 • 113 Comments Oh, it’s here alright.
Fed Sheds $38 Billion in Treasuries and MBS in June, Dumps MBS at Record Pace, Exceeding “Cap” for First Time by Wolf Richter • Jul 6, 2019 • 93 Comments Where is the Fed’s “U-Turn” that Wall Street promised us?
I Just Hope the Fed Doesn’t See This Jobs Report by Wolf Richter • Jul 5, 2019 • 71 Comments Wall Street’s fervent hopes and prayers for rate-cut ammo were not fulfilled.
When the Music of the “Wealth Effect” Stops by Wolf Richter • Jul 4, 2019 • 90 Comments The phenomenon has reached historically huge proportions in the Everything Bubble era. But it comes in cycles – with a big impact on the real economy.
THE WOLF STREET REPORT: When the Music of the “Wealth Effect” Stops by Wolf Richter • Jun 30, 2019 • 44 Comments OK, so we have a phenomenon here that has taken on historically huge proportions in the era of the Everything Bubble.
Average Miles Driven per Vehicle Drop to 1992 Level: Automakers Not Amused by Wolf Richter • Jun 29, 2019 • 87 Comments They’re engaged in a highly competitive, saturated market, dominated by finicky Americans who demand top quality, but who drive their vehicles less.
Markets Might Hafta Grapple with “Patient”: Fed Rate Cut in July After This Inflation? by Wolf Richter • Jun 28, 2019 • 64 Comments The inflation index the Fed anointed as its yardstick booked two big jumps in a row: May near the top of the range since 2010; April, third largest jump since 2010.
Average Age of Vehicles Sets Record, New-Vehicle Sales Drop to Where They Were 20 Years Ago. What Are Automakers Doing? by Wolf Richter • Jun 27, 2019 • 109 Comments Part of Carmageddon, But Consumers Demand It
THE WOLF STREET REPORT by Wolf Richter • Jun 16, 2019 • 47 Comments Normal Americans, the Existential Threat for Retailers.
Inspired by Deutsche Bank Death Spiral, European Banks Sink to Dec 24, 2018 Level – First Seen in 1995 by Wolf Richter • Jun 15, 2019 • 73 Comments The benefit of NIRP: There’s hell to pay – even the ECB admits it.