Fed’s QE Unwind Reaches $501 Billion, Balance Sheet Falls Below $4 Trillion. “Autopilot” Engaged by Wolf Richter • Mar 7, 2019 • 97 Comments The albatross of $617 billion in bonds that mature in over 10 years.
Trucking Boom U-Turns by Wolf Richter • Mar 5, 2019 • 28 Comments Another Gauge of the Goods-Based Economy Heads South.
THE WOLF STREET REPORT by Wolf Richter • Mar 3, 2019 • 75 Comments Another Global Financial Crisis, with China at the Epicenter?
US is Cleanest Dirty Shirt Among Manufacturing Giants. China, Japan & Germany Sink by Wolf Richter • Mar 3, 2019 • 56 Comments The four account for 58% of global manufacturing value added. And the big exporters are getting hit.
The Biggest Retailers Are Too Scared to Disclose this Data. But Nordstrom Just Did by Wolf Richter • Mar 1, 2019 • 75 Comments How its own online sales, now one-third of its total sales, eat its brick & mortar. But it’s a matter of survival.
Home Prices in Sydney & Melbourne Spiral Down, Bust Spreads. IMF to Regulators: “Reinforce Financial Crisis Management” by Wolf Richter • Feb 28, 2019 • 61 Comments Bitter irony: Government told first-time buyers 5 months before bust began to “get into the Sydney housing market”; once in, “you’re pretty well set for life.”
Carmageddon for Ford in the US, China, and Europe by Wolf Richter • Feb 22, 2019 • 102 Comments The New Emissions & Fuel-Economy Cheating Scandal is just a Dimple.
The US Housing Market Begins to Feel the Pain by Wolf Richter • Feb 21, 2019 • 135 Comments Fact is, home prices cannot outrun wages forever.
What Trucking & Freight Just Said About the Goods-Based Economy in the US by Wolf Richter • Feb 19, 2019 • 59 Comments Something has to give.
