I’ve Been Screaming about Rising Used-Vehicle Prices since Aug 2024 (and No One Paid Attention) but Suddenly It’s the Tariffs? by Wolf Richter • May 7, 2025 • 75 Comments The issue has been tight used-vehicle inventory due to reduced influx of 2021/2022 model years after the new-vehicle shortages at the time.
Tariffs Start Washing into the Government Checking Account by Wolf Richter • May 2, 2025 • 164 Comments The cashflow of Customs and Excise Taxes has nearly doubled in two months.
GDP Whacked by Massive Spike in Imports on Frontrunning of Tariffs. Consumer Spending Grew, Business Investment Soared by Wolf Richter • Apr 30, 2025 • 81 Comments “Final sales to private domestic purchasers” jumped by 3.0%, on strength in the private economy of businesses and consumers.
Drunken Sailors Back in Splurge Mode, Retail Sales Surge. Even at Restaurants & Bars not Part of Frontrunning Tariffs by Wolf Richter • Apr 16, 2025 • 62 Comments The recession is going to have to get back in line and wait.
Our Drunken Sailors Are Back: Sales of Used Vehicles Surge in March, same as New Vehicles. Retail Sales Might Look Good by Wolf Richter • Apr 14, 2025 • 77 Comments Despite their foul mood, consumers are splurging on vehicles and may also be splurging on other products.
Trump Speaks and Stocks Spike, after Trump Spoke and Stocks Plunged (Makes You Wonder, Why even Own Stocks?) by Wolf Richter • Apr 9, 2025 • 271 Comments The huge spike, following the selloff, evokes further parallels with the Dotcom Bust and Financial Crisis crash, in the middle of which similar spikes occurred.
But this Kind of Dynamic Sprinkles Additional Cold Water on the Idea of a Looming Recession by Wolf Richter • Apr 8, 2025 • 128 Comments Inland Empire PMI spikes to highest since early 2021, New Orders spike to record: Private sector is dynamic. But not always in linear ways.
Stocks Plunge as the Market Understood What Tariffs Are: A Tax on Corporate Profit Margins by Wolf Richter • Apr 3, 2025 • 1 Comment Trump explained it clearly yesterday, and markets understood. But companies have known it all along.
Services Activity Jumps in March, Cost Pressures from Tariffs & Staffing Well Up by Wolf Richter • Mar 24, 2025 • 44 Comments But “competition limited the pass-through of higher costs to selling price … which will harm profits.”
Explosion of Imports Causes Trade Deficit to Spike by 96% in January YoY on Tariff Front-Running by Wolf Richter • Mar 6, 2025 • 79 Comments Surge of imports not a sign of weak demand, on the contrary, but imports deduct from GDP.
