Wolf Street
Last 10 Stories
- Fed Balance Sheet QT: -$1.60 Trillion from Peak, to $7.36 Trillion, Lowest since December 2020
- Delinquencies of Floating-Rate Office CMBS Loans Hit 20%, But Fixed-Rate Loans at 4.7%
- Oh Deary, Where Did my Rate Cuts Go? Fed’s Wait-and-See Now Entrenched? And Suddenly Lots of Talk about “Rate Hikes”
- Fed Holds Rates at 5.50% Top of Range, QT Slowdown Starts in June, Acknowledged Inflation is a Problem Again
- The Most Splendid Housing Bubbles in America amid the Now-Fizzled Rate-Cut Mania & Erstwhile Plunge in Mortgage Rates
- Sagging Used-Car Prices, Spiking Maintenance & Repair Costs, and a Post-Bankruptcy Propaganda Coup Turn Toxic for Hertz
- Money Market Funds, T-Bills, Large CDs, Small CDs: Americans Learn to Arbitrage the Higher-for-Longer Interest Rates
- Fed’s Wait-and-See on Rate Cuts Further Supported by Extra-Hot “Core Services” PCE Inflation & Hot “Core” PCE Inflation
- Our Drunken Sailors Splurge on Services, Fixed Investment Surges. But Much-Worse Imports Drag Bigly on GDP. And there’s a Blip in Government Spending
- Biggest Landlords Pile into “Build-to-Rent” Single-Family Houses, but Sell Older Houses into this Overpriced Market