Carmageddon in Detroit by Wolf Richter • Jul 26, 2018 • 85 Comments GM, Fiat Chrysler, and Ford all got ugly in unison, in one day, something we haven’t seen since the Financial Crisis.
Biggest Apartment-Construction Boom-Towns Are Not What You May Think by Wolf Richter • Jul 24, 2018 • 62 Comments No, it’s not Seattle. Denver is by far #1. New York isn’t even in the top 25. And it explains why rents in Chicago are collapsing.
“Yield-Curve Inversion” Consensus Rouses Contrarian in Me by Wolf Richter • Jul 17, 2018 • 65 Comments Markets have a way of blowing this type of consensus out of the water.
As Risks Balloon, Yield Chasers Blow Off the Fed by Wolf Richter • Jul 16, 2018 • 29 Comments “This emerging trend highlights just how much risk some investors are willing to take in the current environment.”
San Francisco’s Housing Market, Incomes & Disconnects, According to the Planning Commission by Wolf Richter • Jul 15, 2018 • 75 Comments It’s called “Housing Crisis” for a reason.
How Amazon Rules by Wolf Richter • Jul 14, 2018 • 93 Comments It owns 33% of the internet “cloud,” 49% of US e-commerce, and is elbowing into other sectors.
US Dollar Hegemony Tripped Up by Chinese Renminbi? by Wolf Richter • Jul 1, 2018 • 73 Comments Um, no. Central banks not enthusiastic about the renminbi.
Update on the Rental Bubbles & Crashes in US Cities by Wolf Richter • Jun 29, 2018 • 64 Comments Rents in Southern California go nuts. Bay Area & Seattle “mixed.” Chicago & Honolulu in free-fall. New York City sharply lower. Washington DC loses grip. But rents soar 10-15% in many markets.
Beyond the Hysteria about Auto Tariffmageddon by Wolf Richter • Jun 27, 2018 • 84 Comments After decades of relentless offshoring, the equation may change for automakers and component makers.