Crucial US Service Sector Growth Sends Conflicting Signals by Wolf Richter • Jun 5, 2019 • 22 Comments The “yeah but” shows up again.
Treasury Market Acts Like the Economy is in a Death Spiral, But Wait… by Wolf Richter • Jun 4, 2019 • 65 Comments Transcript of my podcast.
OK, I Get it, Markets Have Gone Nuts: Junk-Bonds Are in Party Mood, Treasuries Clamor for Doom & Rate Cuts by Wolf Richter • May 30, 2019 • 103 Comments One of them is wrong. Watch out for it to snap in an ugly manner.
E-Commerce Crushes Mall Retailers One by One. Here’s the Data by Wolf Richter • May 18, 2019 • 81 Comments Brick-and-mortar department stores – the lucky ones still open – are on schedule to be toast.
How Did the US Service Sector Do in Q1? by Wolf Richter • May 17, 2019 • 45 Comments Finance & Insurance, Which Dominates the US Economy, Has Blistering Q1. Huge Services Sector Not Yet Hit by Slowdown in Goods.
Manufacturing and Services Out of Sync, Not Just in the US by Wolf Richter • May 6, 2019 • 68 Comments Goods producing economy suffers globally. Services expected to keep it all taped together.
How the Inventory Pileup Boosted Q1 Blowout GDP and What Carmageddon Has to Do with It by Wolf Richter • Apr 28, 2019 • 61 Comments A six-quarter surge, with first signs that some of it has started to unwind.
I Just Hope the Fed Won’t See This: US Economy Has Blowout First Quarter by Wolf Richter • Apr 26, 2019 • 75 Comments “Patient” may become less patient.
Market is Delusional: This is Not a Rate-Cut Economy by Wolf Richter • Apr 3, 2019 • 57 Comments Growth in the service sector backs off from red-hot spurts last year but remains strong.
Consumers Revert to “Normal” Range, after Red-Hot mid-2018 by Wolf Richter • Mar 29, 2019 • 59 Comments Personal income sets record. Bond market bet on inflation may get challenged.
