The State of the Canadian Debt Slaves, and How They Compare to the American Debt Slaves by Wolf Richter • Jun 13, 2019 • 107 Comments This, despite still ultra-low interest rates and highest disposable income ever.
“The Market is Almost Always Wrong About What the Fed Will Do”: Chart by Wolf Richter • Jun 11, 2019 • 84 Comments The rate cuts for 2019 are a pipe-dream: Goldman Sachs and Deutsche Bank.
Used-Car Wholesale Prices Surge, Retail Volume Drops. New Cars Sink Deeper into Carmageddon by Wolf Richter • Jun 8, 2019 • 90 Comments Six charts on the used-vehicle market, plus my “Chart of Carmageddon” for new vehicles.
Fed Balance Sheet Drops by $42 Billion in May, Sheds MBS at Fastest Pace, Starts the Reverse of Operation Twist by Wolf Richter • Jun 6, 2019 • 56 Comments But where the heck is the “U-Turn?”
Here’s My Prediction: If the Fed Doesn’t Cut Rates 3 or 4 Times by Dec 11, Markets Are Going to Crap by Wolf Richter • Jun 6, 2019 • 95 Comments Stock market and corporate bond market are in la-la-land, pricing in an economic boom. They’re not seeing a rate-cut economy. So why would the Fed?
What Collapsing Orders for Heavy Trucks – Down 71% from a Year Ago – Say about the U-Turn in Trucking by Wolf Richter • Jun 5, 2019 • 26 Comments “When times are tough, the thinking switches to the short-term. Many fleets are just fighting for survival.”
Crucial US Service Sector Growth Sends Conflicting Signals by Wolf Richter • Jun 5, 2019 • 22 Comments The “yeah but” shows up again.
Global Semiconductor Sales Plunge 24% from Peak, Deepest % Plunge since Financial Crisis, Deepest $ Plunge Ever. Here’s Why by Wolf Richter • Jun 4, 2019 • 74 Comments A slew of reasons, the China debacle on top.
THE WOLF STREET REPORT by Wolf Richter • May 26, 2019 • 94 Comments How a Low Share Price Would be Fatal for Tesla, and why Musk has to pump it up, come hell or high water.
US-Traded Chinese Stocks & ADRs Totally Crushed, Many by 50% or 60% or More by Wolf Richter • May 25, 2019 • 84 Comments Bloodletting after record IPO Hype in 2018 of Chinese companies in the US.
