Tariff-Inflation Watch: CPI Inflation in Light of the Tariffs by Wolf Richter • Jun 11, 2025 • 122 Comments No signs yet of tariffs getting passed through to consumers, neither in durable goods nor in clothing and footwear.
Collapse of the Once High-Flying Solar Stocks: Another Bankruptcy among our 8 Imploded Solar Stocks by Wolf Richter • Jun 9, 2025 • 56 Comments The stock market’s solar craziness gets cleaned out stock by stock, even as solar-power generation continues to soar.
Banks Getting Rid of Bad CRE Loans: Dutch Megabank ING Dumps One of the Largest Office Properties in San Francisco by Wolf Richter • Jun 5, 2025 • 30 Comments The two-tower property sold at a 75% discount. ING’s loss was much smaller. Investors took a bigger loss.
How the ECB’s Mark-to-Market of its Gold Holdings to €1 Trillion and €3.1 Trillion in QT Affect its Balance Sheet by Wolf Richter • May 28, 2025 • 46 Comments Under QT, the ECB shed €3.1 trillion in bonds and loans. Separately, it wrote up its gold assets by €409 billion, or by 68%, to reflect soaring gold prices.
Durable Goods Orders Made Ugly Headlines, but the 3-Month Average, which Irons Out Aircraft Orders, Rose to a Record by Wolf Richter • May 27, 2025 • 18 Comments And the backlog of unfilled orders remained at record high.
The 10 Big Cities with the Biggest Price Declines of Single-Family Homes from their Peaks through April: -7% to -21% by Wolf Richter • May 26, 2025 • 71 Comments Austin, Oakland, New Orleans, San Francisco, Washington D.C., Phoenix, Portland, Denver, Fort Worth, San Antonio.
30-Year & 20-Year Treasury Yields Back over 5%, 10-Year over 4.5%, Yield Curve Steepens at Long End, Mortgage Rates Back over 7% by Wolf Richter • May 24, 2025 • 149 Comments Will the bond market eventually wake up and scare the bejesus out of Congress? Is it already rubbing its eyes?
As Tech Jobs Plunge in San Francisco & Silicon Valley, Housing Reacts: Condo Prices Drop Back to 2015, Single-Family Home Prices Back to 2018 by Wolf Richter • May 21, 2025 • 94 Comments The massive 10-year home-price spike to 2022 was more than the economy could bear and did a lot of damage, including to employment, as we can see.
Credit Card Delinquencies, Balances, Debt-to-Income, and Credit Limits in Q1 2025: Our Drunken Sailors & their Credit Cards by Wolf Richter • May 20, 2025 • 82 Comments With the free money gone, the hangover is getting worked off.
THANK YOU 💖 for Your Wonderful Support of WOLF STREET!!! And if You Missed it, a Reminder: Please Donate by Wolf Richter • May 19, 2025 • 17 Comments Your support is what keeps Wolf Street open to all, without paywall, to reach the largest possible audience.
