NewZinoo: Wolf Street latest news

eco - Wolf Street - 7 hours ago

AI Investment Boom Sucks Up Hoarded Cash from Stock Market Investors and Companies, Sprays it into the Real Economy

It could break the stock market. But it’ll stimulate the economy. Just don’t expect inflation to cool on its own.

eco - Wolf Street - 15 hours ago

Housing Market’s Crucial “Spring Selling Season” Winds Down with a Whimper. So Maybe Next Year?

But mortgage rates are not high historically, and “real” mortgage rates, amid resurging inflation, are relatively low.

eco - Wolf Street - 1 day ago

And More Data Showing a Weirdly Decent Labor Market

But this dynamic makes it harder for young people to find a job.

eco - Wolf Street - 2 days ago

As Prices Spike, Manufacturing Expands at Fastest Rate in 4 Years, Orders Surge, Supplier Deliveries Slow

Amid improved automation and efficiencies, production rises, but employment doesn’t, or only a little.

eco - Wolf Street - 3 days ago

US Government Sold $742 billion of Treasury Securities last Week. T-bill Yields now Below Surging Inflation. Bond Market Bets on Rate Hikes

The Fed is behind the curve, the bond market is saying, and it’s going to hike belatedly starting later this year, whether it wants to or not.

eco - Wolf Street - 5 days ago

The Magnitude of the Numbers Is just Mindboggling: 12 U.S. Companies, $30 Trillion

But if they pop: There are only so many trillions that can vanish from portfolios before it triggers a recession.

eco - Wolf Street - 6 days ago

PCE Inflation Surges Further Away from Fed’s Target, now Nearly Double the Fed’s Target, and 5+ Years above Target

Trend reversal started a year ago. Services inflation stuck at high rate for a year. Now prices of food, energy, computers and software (inflationary AI boom), and gold jewelry (gold price spike) all surged.

eco - Wolf Street - 7 days ago

Micron, the WTF AI Mania Chart of the Year

The stock has a history of collapsing by 50% to 98% after every spike, regularly falling below its Dotcom Bubble high. But this time is different?

eco - Wolf Street - 10 days ago

Oh Dear, Condo Prices already Dropped by 15% to 33% in 24 Bigger Markets, Some Back to Where They’d Been 20 Years Ago

Plus, in another 44 bigger cities, condo prices dropped by 7% to 14% so far, as the mindboggling Condo Bubble comes unglued.

eco - Wolf Street - 11 days ago

10-Year TIPS v. 10-Year Treasury Securities: Bond Market Has Long Been Delusional about Actual CPI Inflation

There's no indication the bond market is better now in figuring future inflation; its expectation of 2.4% annual CPI over 10 years seems woefully low.

eco - Wolf Street - 13 days ago

Prices of Single-Family Homes already Down 10% to 26% in these 15 Bigger Cities: Every Market is Different

San Francisco and Portland came off the list. Fort Worth and Aurora (CO) come on the list.

eco - Wolf Street - 14 days ago

Credit Card Delinquencies, Balances, Debt-to-Income, Credit Limits, and Collections in Q1 2026: Americans and their Revolving Credit

The free-money hangover is getting worked off.

eco - Wolf Street - 15 days ago

Bond Bloodbath Worsens on Inflation, Lax Fed, and Flood of New Debt. Mortgage Rates hit 6.75%

Ugly trifecta that spooks the bond market. To soothe bond yields and mortgage rates, the Fed needs to hike, not “look through” inflation.

eco - Wolf Street - 16 days ago

Auto Loan Balances, Debt-to-Income Ratio, and Delinquencies of Subprime and Prime Auto Loans in Q1 2026. How Bad Is it?

Several subprime-specialized dealer-lender chains collapsed, and shares of America's Auto Mart imploded. Subprime lending is not for the squeamish. But it’s only a small part of auto finance.

eco - Wolf Street - 17 days ago

Food Inflation in America by Product: It Boils down to a Sharp Acceleration on Top of Already Very High Prices

Ground beef, steak, chicken, fruit and veggies, coffee, dairy, eggs, other foods, and total.

eco - Wolf Street - 18 days ago

The Most Splendid Housing Bubbles in America: Price Drops and Gains in 33 Big Expensive Cities, April 2026

Home prices fell year-over-year in 25 of the 33 big expensive cities in April, a bunch set multi-year lows, led by Oakland and Austin, down by 26% from 2022. Two set new highs.

eco - Wolf Street - 19 days ago

US Government Sold $691 Billion of Treasury Securities this Week, 10-Year Yield Spikes to 4.6%, 30-Year Yield to 5.12% as 2nd Wave of Inflation Takes Off

The Fed is “behind the curve,” and the bond market is getting very nervous.

eco - Wolf Street - 20 days ago

Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q1 2026

Mortgage balances barely ticked up, but HELOCs soared.

eco - Wolf Street - 21 days ago

Producer Price Inflation Explodes as the Services PPI Blows Out on Top of the Energy Price Spike

This is a massive amount of inflation that companies are passing on to each other through much of the economy.

eco - Wolf Street - 22 days ago

Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Foreclosures, Collections and Bankruptcies in Q1 2026

Americans and their Debts: Student loans that suddenly have to be repaid again fueled overall delinquency rates.

eco - Wolf Street - 22 days ago

CPI Inflation Blows Past Fed Rates as Core Services, Gasoline, Electricity, and Food Spike. Fed’s “Real” Rates Are now Negative

The Bureau of Labor Statistics finally corrected part of the CPI distortions in September, October, and November.

eco - Wolf Street - 23 days ago

Supply of Existing Single-Family Homes Rises to Highest in 10 Years, Condo Supply Highest since 2012, Sales in Deepfreeze

April was another bad dud for spring selling season as supply continued to pile up.

eco - Wolf Street - 26 days ago

Housing Bubble and Bust #1 and #2 as Seen through Employment at Mortgage Lenders and Mortgage Brokers

Nonbank mortgage lenders shed 40% of their jobs this time, and loan brokers 38%. They react to demand, which collapsed.

eco - Wolf Street - 26 days ago

Weirdest U.S. Labor Market I’ve Ever Seen: Supply of Labor Shrinks Further while Private-Sector Jobs Grow

Federal government sheds more jobs, now down to 1966 levels. This labor market isn’t bad, just weird.

eco - Wolf Street - 27 days ago

Prices of Used EVs Spike, from already Lofty Levels, as Gasoline Prices Spike. But Electricity Prices also Soared

High gasoline prices tilt operating costs in favor of EVs. But soaring electricity prices eat into that math.