Articles from wolfstreet.com

Articles from wolfstreet.com

“Bond Market Rout” in the UK (like in the US) Only Pushes the 10-Year Yield into Low End of Old Normal after Many Years of Interest Rate Repression (wolfstreet.com)
2025-1-10 Bond

Why Used-Vehicle Prices May Put Upward Pressure on CPI, after Having Been a Powerful Contributor to Cooling Inflation (wolfstreet.com)
2025-1-9 Inflation CPI

Labor Market Dynamics Retighten, Job Openings Jump Again. Fed Faces Scenario of Solid Job Market, Re-accelerating Inflation (wolfstreet.com)
2025-1-8 Inflation

Bank of Japan Balance Sheet: QT Takes Off, Assets Drop to Lowest in 15 Months (wolfstreet.com)
2025-1-8 Japan Asset

Status of US Dollar as Global Reserve Currency: USD Share Hits 30-Year Low as Central Banks Pile on Other Currencies & Gold (wolfstreet.com)
2025-1-7 US Dollar

Ugly Charts of US Auto Sales, 2024: Stellantis Spirals into Catastrophe, GM, Toyota, Ford, Honda Rise but far Below Peaks. Hyundai-Kia Sets Record. EV Sales +10% despite Tesla's Dip (wolfstreet.com)
2025-1-4 Tesla Honda Toyota Ford

Fed Balance Sheet QT: -$43 Billion in December, -$2.11 Trillion from Peak, to $6.85 Trillion. Bank-Panic BTFP Nearly Gone (wolfstreet.com)
2025-1-3

What Should Tesla's Stock Be Worth? Automaker, Stagnating Vehicle Sales like GM & Ford, Getting Overtaken by Competitors, Losing Share in the Booming EV Market? (wolfstreet.com)
2025-1-3 Stock Tesla Ford

Global Stocks over the Long Term: the S&P 500, the Big Standout vs the Markets of Japan, China, Hong Kong, India, UK, France, Germany, Italy, Spain, and Canada (wolfstreet.com)
2025-1-3 China Germany France Stock Japan S&P Italy India Hong Kong Canada Spain

Buyers' Strike Continues: Pending Home Sales Remain Deep in the Frozen Zone though up a Tad from Rock Bottom (wolfstreet.com)
2025-1-1

Office CMBS Delinquency Rate Spikes to a Record 11%, Blowing by the Financial Crisis Peak (wolfstreet.com)
2025-1-1 Financial Crisis

10-Year Treasury Yield Rose 100 Basis Points since September as the Fed Cut 100 Basis Points. Why the Historic Divergence? (wolfstreet.com)
2024-12-28

San Francisco House Prices Drop Back to 2019, Condo Prices to 2015, as Tech Jobs in the City & Silicon Valley Evaporate after Drunken Hiring Binge (wolfstreet.com)
2024-12-27 San Francisco

Who Bought and Holds the Recklessly Ballooning US National Debt, even as the Fed is Unloading its Treasury Securities? (wolfstreet.com)
2024-12-25

Glut of New Completed Single-Family Houses for Sale Spikes to Highest since 2007, Prices Drop to Lowest since 2021 But Are Still Way too High (wolfstreet.com)
2024-12-25

Treasury Yield Curve Un-Inverts Entirely, as Long-Term Yields Rise while Short-Term Yields Stay Put, No Longer Pricing in Rate Cuts. Mortgage Rates back Above 7% (wolfstreet.com)
2024-12-22 mortgage

After Fed Trims ON RRP Rate by 5 Basis Points on Top of Rate Cut, ON RRPs Plunge to $98 Billion, Lowest since April 2021, -$2.3 Trillion from Peak, on the Way to Zero (wolfstreet.com)
2024-12-21

What Powell Said at the FOMC about Today's PCE Price Index: “We Still Have Work to Do Though, Is How We're Looking at it. We Need policy to Remain Restrictive to Get that Work Done” (wolfstreet.com)
2024-12-21

Home Sellers, Home Buyers, and Brokers Getting Used to the “New Normal” Old Normal 6-7% Mortgages? (wolfstreet.com)
2024-12-20

Census Bureau Massively Revises Up Population Growth: +8 Million in 3 Years, +3.3 Million Last Year, Largely due to Immigration. US Population Surges to 340 Million (wolfstreet.com)
2024-12-20 Immigration

Fed Cuts by 25 Basis Points, to 4.25%-4.50%, Sees Only 2 Cuts in 2025, Sees Higher Inflation, Higher “Longer-Run” Rates. QT Continues (wolfstreet.com)
2024-12-19 Inflation

The Fed Needs to Watch Out to Not Throw More Fuel on this Demand: Retail Sales Accelerated Sharply in the 2nd Half (wolfstreet.com)
2024-12-18 Retail

Housing Bubble & Bust #1 and #2 as Seen through Employment in Mortgage Lending (wolfstreet.com)
2024-12-17 Real Estate mortgage

The Most Splendid Housing Bubbles in Canada, Nov. 2024: Condo Prices Drop to New 3-Year Low, Single-Family Prices Stable at -17% from Peak in March 2022 (wolfstreet.com)
2024-12-17 Real Estate Canada

Treasury Yield Curve Un-Inverts Further on Surging Longer-Term Yields: 10-Year Yield Now Higher than All Shorter Yields. Mortgage Rates Resurge (wolfstreet.com)
2024-12-15 mortgage

Money Market Funds, Large CDs, Small CDs, and Total Deposits: Americans' Huge Piles of Interest-Earning Cash as Rates Drop (wolfstreet.com)
2024-12-14 U.S.

The ECB Steps Away from Bond Market Entirely, Speeds Up Bond QT even as it Cut Rates (wolfstreet.com)
2024-12-14 Bond

The Most Splendid Housing Bubbles in America, November Update: Prices Drop in All 33 Big Metros, Most in Austin, Tampa, Dallas, San Antonio (wolfstreet.com)
2024-12-13 U.S. Real Estate

PPI, “Core” PPI, “Core Services” PPI Inflation Much Hotter after Whopper Up-Revisions Going Back Months (wolfstreet.com)
2024-12-13 Inflation PPI

Beneath the Skin of CPI Inflation: CPI & “Core” CPI Accelerate Further Month-to-Month, 3-Month Averages Heat Up for 4th Month. Year-over-Year, CPI Accelerates for 2nd Month (wolfstreet.com)
2024-12-12 Inflation CPI

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