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FRONT PAGE

Ugly Q3 for ICE Vehicles. Total Q3 Sales Dropped Year-over-Year. But EV Sales Jumped, even at GM & Ford

by Wolf Richter • Oct 2, 2024

Prices too high, automakers too slow cutting them from the pandemic spike. Stellantis sales plunged 20%, a fiasco.

Tesla’s Global Deliveries Rise, Best Q3 Ever, But Not Enough to Fix the Shattered High-Growth Story

by Wolf Richter • Oct 2, 2024

Cybertruck production ramping up, starting to show up in the numbers (a little). Long way to go.

Epic Office Glut Hits Records in San Francisco, Atlanta, Chicago, Los Angeles, Seattle, Washington DC. Dallas Availability Rate Dips to 30%, Houston rises to 29%

by Wolf Richter • Oct 1, 2024

The “war for space” before the pandemic unravels into biggest office glut ever.

Balance of Power Changed, Employers Re-exert Control, but also Cling to their Workers

by Wolf Richter • Oct 1, 2024

Fewer workers quit (rattled by layoff headlines?), so fewer vacant slots to fill and less hiring. But actual layoffs are at historic lows.

CRE Mess Not Letting Up: CMBS Delinquency Rates Jump in September as Office, Retail, and Lodging Deteriorate Further

by Wolf Richter • Sep 30, 2024

Rate cuts cannot fix the structural issues crushing office & retail CRE. But industrial, fueled by ecommerce, is in good condition.

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