Oh Deary, No, Our Drunken Sailors Did Not Suddenly Sober Up, on the Contrary - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on December 2, 2023 at 8:52 PM in business No comments 13
“Unrealized Losses” on Securities Held by Banks Jump by 22% to $684 Billion in Q3, Oh Lordy - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on December 1, 2023 at 12:47 PM in business No comments 34
“Leading Economic Index” Predicts Recession for Early 2024, after Having Predicted a Recession for Late 2022, Early 2023, Mid-2023, and Late 2023 - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on November 22, 2023 at 5:20 AM in business No comments 11
Surging “Mortgage Demand” and “Declining Spending,” Really? Let’s Have a Look at Reality - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on November 17, 2023 at 4:11 AM in business No comments 35
Biggest IPO Stocks of 2023 Turn Ugly, Some Dropped over 40% from Peak Already - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on November 11, 2023 at 11:28 AM in business No comments 58
Which Industries Lost Jobs, Which Gained Jobs? Longer-Term Employment Trends in Charts by Segment - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on November 5, 2023 at 3:05 AM in business No comments 32
Anything Unusual in the Drop of the 10-year Treasury Yield? Despite the Hype & Hoopla, it Hasn’t Done Anything Special - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on November 4, 2023 at 9:13 AM in business No comments 47
Fed Balance Sheet QT: -$1.1 Trillion from Peak, to $7.87 Trillion, Lowest since May 2021. - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on November 4, 2023 at 2:14 AM in business No comments 59
Tsunami of Treasury Issuance Will Shift from Longer-Term Debt to Short-Term T-Bills & 2-Year Notes amid Intense Navel-Gazing about Spiking 10-Year Yield. - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on November 3, 2023 at 2:11 AM in business No comments 13
Powell’s Gonna Have a Cow When He Sees the PCE Inflation in “Core Services,” Housing, and Non-Housing Core Services - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on October 29, 2023 at 4:23 AM in business No comments 57
New Vehicle Sales +20% in Q3 YoY. Pent-Up Demand Comes Home to Roost. Our Drunken Sailors in No Mood for a Recession - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on October 6, 2023 at 3:42 AM in business No comments 37
PCE Inflation Index Revised Higher Going Back 2 Years. “Core Services” PCE Price Index Was Much Hotter - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on September 30, 2023 at 8:42 PM in business No comments 2
Demand for Existing Homes Falters Further. Price Cuts, Days on Market, New Listings Rise. Prices Languish below 2022 Peak - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on September 21, 2023 at 6:39 PM in business No comments 60
In Very “Hawkish Hold,” Fed Keeps Rates at 5.50% Top of Range, Sees One More Hike in 2023, Only Two Rate Cuts in 2024, to 5.25%. QT Continues - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on September 20, 2023 at 6:49 PM in business No comments 34
Fed’s Balance Sheet Liabilities: RRPs Plunge, Reserves Rise after Bank Panic, Currency in Circulation Dips after Pandemic Spike, TGA Gets Refilled - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on September 17, 2023 at 1:08 AM in business No comments 26
My Favorite Recession Indicator: The Next Recession Moves Further out of Sight - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on September 7, 2023 at 5:02 PM in business No comments 33
Home Sales Plunge Further as Demand Vanished at these Prices. Even Cash Buyers Pull Back. Supply Keeps Rising - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on August 22, 2023 at 5:18 PM in business No comments 60
UK Services Inflation Spikes to 40-Year High. A Global Phenomenon: All Heck Has Broken Loose in Services - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on August 16, 2023 at 8:31 PM in business No comments 54
Ten-Year Treasury Yield Hits 15-Year High, Market Wades out of Denial, Sees “Higher-for-Longer,” Tsunami of Issuance, QT - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on August 17, 2023 at 1:57 AM in business No comments 32
Entire Housing Market, Buyers and Sellers, May Have Shrunk by 20% to 25% because of the 3% Mortgages - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on July 21, 2023 at 8:56 PM in business No comments 50
Honey, the Dollar’s Collapsing Again: USD against Yen, Euro, Peso, Other Currencies amid Inflation, Rate Hikes, and QT (or Lack Thereof) - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on July 15, 2023 at 2:44 AM in business No comments 1
Treasury Market Comes Out of Denial, Grapples with “Higher-for-Longer,” QT, Flood of New Issuance. Long-Term Yields Jump - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on July 9, 2023 at 1:08 AM in business No comments 29
US National Debt Spiked by $851 billion in One Month, to $32.3 Trillion. Flood of New Debt Coming in Q3 to Refill the TGA, Pay for Raging Deficits - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on July 3, 2023 at 1:43 AM in business No comments 58
Fed’s Favored Inflation Index, “Core PCE,” Stuck near 4.6% for Sixth Month, “Core Services” Stuck Near 38-Year High of 5.4% - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on June 30, 2023 at 5:15 PM in business No comments 15
Waiting for the Promised Recession: Economic Growth even Stronger than Feared, Treasury Yields Spike - WOLF STREET wolfstreet.com Submitted by wolfstreet6369 on June 29, 2023 at 6:21 PM in business No comments 8