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Blocked Suez Canal Adding to Container Shortages, Supply Chain Snarls, Component Shortages for Manufacturers
Blocked Suez Canal Adding to Container Shortages, Supply Chain Snarls, Component Shortages for Manufacturers Exactly at the worst possible time. Ripple effects to be felt for months. Today is Thursday, and the Suez Canal is still blocked by one of the largest container carriers in the world. The last thing the tangled up and […]
Bank of Canada Announces Balance Sheet Reduction, Suddenly Worried about “Moral Hazard”
Bank of Canada Announces Balance Sheet Reduction, Suddenly Worried about “Moral Hazard” “Once crisis tools have served their purpose, central banks should scale them back.” The Bank of Canada will unwind its crisis liquidity facilities, will further reduce its purchases of Government of Canada bonds, which it already started tapering in October, will let short-term […]
First Signs that Surging Mortgage Rates Are Dialling Down the Heat under the Housing Market
First Signs that Surging Mortgage Rates Are Dialling Down the Heat under the Housing Market The Fed smiles upon rising long-term Treasury yields as sign of economic growth and rising inflation expectations. Long-term US Treasury yields have continued to march higher despite the Fed’s purchases of about $120 billion a month in Treasury securities and […]
Stock Market Leverage Spikes in Historic Manner: Another WTF Chart of a Zoo that Has Gone Nuts
Stock Market Leverage Spikes in Historic Manner: Another WTF Chart of a Zoo that Has Gone Nuts In an investment environment where nothing matters anymore – until it suddenly does. In the current craze that encompasses everything from sneakers and NFTs to stocks, where valuations don’t matter because of widespread certainty that valuations will be even […]
THE WOLF STREET REPORT: Market Manias Galore, But Long-Term Interest Rates Smell a Rat
THE WOLF STREET REPORT: Market Manias Galore, But Long-Term Interest Rates Smell a Rat These manias and the rising long-term yields are on collision course. (You can also download THE WOLF STREET REPORT wherever you get your podcasts). wolfstreet, wolf street report, wolf richter, long-term interest rates, interest rates, financial markets
House Price Inflation in CPI is of Course Complete Baloney, but it Accounts for 1/4 of Total CPI
House Price Inflation in CPI is of Course Complete Baloney, but it Accounts for 1/4 of Total CPI With actual house price inflation based on market data, overall CPI would have jumped by 3.7%. Lifting the cover on the deception to keep CPI low. For most Americans, housing costs are the largest item in their […]
Electricity Sales to End Users Dropped Below 2008 Level: What it Says about the Pandemic Economy, Households, Commercial & Industrial Activity, and Public Transportation
Electricity Sales to End Users Dropped Below 2008 Level: What it Says about the Pandemic Economy, Households, Commercial & Industrial Activity, and Public Transportation In 2020, by source, coal collapsed to record low, natural gas dominated, wind and solar surged, while hydro and nuclear remained roughly flat. Electricity sales to all end users in the […]
What Happens to the Markets If Long-Term Interest Rates Double from Here? Did Low Interest Rates Boost Auto Sales? Do These Covid Markets Make Any Sense?
What Happens to the Markets If Long-Term Interest Rates Double from Here? Did Low Interest Rates Boost Auto Sales? Do These Covid Markets Make Any Sense? Wolf Richter on This Week in Money, by HoweStreet.com:
Shipping Costs, Trucking Rates Soar Despite Demand Below Prior Years. Now Add Diesel Price Surge to the Mix
Shipping Costs, Trucking Rates Soar Despite Demand Below Prior Years. Now Add Diesel Price Surge to the Mix One more manifestation of the inflation pressures working through various levels of the economy despite suboptimal demand. January, in terms of freight volume, is usually a slow month of the year, after the shipping season before the […]
Who Bought the $4.5 Trillion Added in One Year to the Incredibly Spiking US National Debt, Now at $27.9 Trillion?
Who Bought the $4.5 Trillion Added in One Year to the Incredibly Spiking US National Debt, Now at $27.9 Trillion? Someone had to buy every dollar of this monstrous debt. Here’s Who. The Fed isn’t the only one. But China continues to unwind its holdings. Driven by stimulus and bailouts, and fired up by the […]
Demand for Gasoline, Jet Fuel, and Diesel: Checking on the Recovery
Demand for Gasoline, Jet Fuel, and Diesel: Checking on the Recovery Watching for the EV drag on gasoline demand requires a lot of patience. Gasoline consumption in the US during the four-week period through February 5 was down by 10.1% from a year ago to 7.89 million barrels per day (mb/d), according to EIA data. […]
Dollar’s Purchasing Power Drops to Record Low, Despite Aggressive “Hedonic Quality Adjustments”
Dollar’s Purchasing Power Drops to Record Low, Despite Aggressive “Hedonic Quality Adjustments” Spiking prices for new and used vehicles under the microscope. The “Purchasing Power of the Consumer Dollar” – part of the Bureau of Labor Statistics’ Consumer Price Index data released today – is the politically incorrect mirror image of inflation in consumer prices, as […]
“The Fed’s Monetary Punchbowl Is Fueling Rampant Home Price Appreciation”: AEI
“The Fed’s Monetary Punchbowl Is Fueling Rampant Home Price Appreciation”: AEI “There is no justification” for continuing the purchases of mortgage-backed securities. The Fed is “misdiagnosing its impact on the housing market.” Pressure rises on the Fed to back off, in face of market craziness. During the press conference following the FOMC meeting last week, […]
Inflation Galore at Manufactures, amid Massive Shifts in Demand, Supply-Chain Snags, Shortages, Lack of Shipping Capacity. And They’re Passing it On
Inflation Galore at Manufactures, amid Massive Shifts in Demand, Supply-Chain Snags, Shortages, Lack of Shipping Capacity. And They’re Passing it On For now, the story is that it’s just temporary. For now, the story is that the sudden and massive shifts in the economy in 2020 have caused shortages and distortions in the goods-producing sectors […]
THE WOLF STREET REPORT: The Stock Market Is Broken, Now for All to See
THE WOLF STREET REPORT: The Stock Market Is Broken, Now for All to See The historic short squeeze, engineered by millions of deeply cynical small traders, exposed just how rigged the market has been. (You can also download THE WOLF STREET REPORT wherever you get your podcasts).
