Last Time that Ratio Soared like this, Stocks Crashed by Wolf Richter • Oct 9, 2015 • 26 Comments And the time before that, stocks were already crashing!
Not Getting Better: Relentless Retail Inventory Squeeze amid Shortages & Supply Chain Chaos by Wolf Richter • Oct 16, 2021 • 167 Comments Holiday selling season is going to be a mess: Look not for what you want but for what the store has.
A Mess: Retail Inventory Shortages in Charts, Just in Time for Holiday Selling Season by Wolf Richter • Sep 17, 2021 • 100 Comments Stimulus-fueled blow-off demand spike meets messed-up supply and transportation chaos.
Shortages in Charts: New & Used Vehicle Inventories Collapsed, Supply at Clothing Stores Gets Tight, Food Stores Near Normal by Wolf Richter • Aug 18, 2021 • 112 Comments Over-stimulated demand, tangled supply chains: shortages for some, plenty of supply for others.
Plunge of Retail Inventories, Collapse of New & Used Vehicle Inventories: The Shortages Depicted in Charts by Wolf Richter • Jul 18, 2021 • 146 Comments Inventories at retailers document this mess.
Where Shortages Show up: The WTF Plunge in Retail Inventories by Wolf Richter • Jun 21, 2021 • 159 Comments How messed up the economy has become, fueled by government moolah and Fed manna, when nothing and no one was ready for it.
Why’s the Fed Talking up the (Lousy) Economy Just Now? by Larry Kummer • Dec 15, 2015 • 22 Comments They desperately want to raise rates, but….
A New Red Flag for Our Rosy Economic Scenario by Wolf Richter • Feb 10, 2015 • 8 Comments Wholesale inventories balloon to Lehman-Moment levels.
Worsening Inventory Pileup Rattles Goods-Based Economy by Wolf Richter • Mar 22, 2019 • 90 Comments And how it compares to what happened during the Financial Crisis.
Inventory Pileup Sounds Alarm for Goods-Based Economy by Wolf Richter • Feb 25, 2019 • 61 Comments “In 30 years, I’ve never seen anything like this”: CEO of warehouse operator Pacific Mountain Logistics.
