NewZinoo: Wolf Street latest news

eco - Wolf Street - 19 hours ago

2-Year, 3-Year Treasury Yields Spike, Flip to Rate Hike. Yield Curve Uninverts. Government Sold $606 Billion of Treasury Securities this Week as the Borrowing Must Go On

Whiff of turmoil in the bond market as inflation fears moved to the front and center.

eco - Wolf Street - 1 day ago

Treasury Yields Spike, 10-Year to 4.39%, 30-Year to 4.96%, Mortgage Rates to 6.5%, as the Bond Market Gets Antsy

Bond market frets about inflation, leveraged Treasury bets unwind, housing market frets about spring selling season.

eco - Wolf Street - 2 days ago

Money-Market Funds and CDs: Americans’ Ballooning Piles of Interest-Earning Low-Risk Investments

They’re investment choices, like bond funds, bonds, etc., not that illusory “cash on the sidelines.”

eco - Wolf Street - 2 days ago

Prices of New Single-Family Homes Drop Further, Inventory of Completed New Homes for Sale Highest since 2009

Hoping for lower mortgage rates that may not come.

eco - Wolf Street - 3 days ago

Bond Market Gets Edgy as US Treasury Debt Hits $39 Trillion, Spiking by $2 Trillion in 7.5 Months and Not Slowing Down

But debt doesn’t exist in a vacuum: The Debt-to-GDP and Deficit-to-GDP ratios provide (ugly) context.

eco - Wolf Street - 4 days ago

Fed Holds Rates, now with Only 1 Dissenter, Sees Accelerating Inflation and GDP Growth

Dot Plot projections still point at 1 rate cut in 2026. Powell: “If we don’t see that progress [on inflation], then you won’t see that rate cut.”

eco - Wolf Street - 4 days ago

Hot Producer Price Inflation Adds to Fed’s Complex and Worsening Inflation Problem

Worst 6-month PPI inflation since August 2022 (+5.3% annualized). After multiple rate cuts by the Fed, inflation heats up everywhere: services, food, energy, other goods.

eco - Wolf Street - 4 days ago

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

Each city has its own housing market. In some, home prices have dropped a lot; in others, prices have hit new highs.

eco - Wolf Street - 5 days ago

Pending Home Sales Ticked Up from Record Low. But Now Mortgage Rates Spiked Back over 6.3%

Home sales in February, as feeble as they were, benefitted from the lowest mortgage rates in years. Those rates are now gone.

eco - Wolf Street - 5 days ago

Another Mostly Empty Office Tower in San Francisco Sells for 75% Off: Juul’s Abandoned Headquarters

Now there’s a new wave of investor-funded tenants in town that are swimming in cash: AI companies.

eco - Wolf Street - 7 days ago

Treasury Yields Jump, 10-Year to 4.28%, 30-Year to 4.90%, Mortgage Rates Spike to 6.41%, on Inflation and Deficit Fears

US Government sold $651 billion of Treasury securities this week into these rising yields.

eco - Wolf Street - 8 days ago

What it Takes to Sell Homes in this Market: Lennar Cuts Average Selling Price to 2017 Level

Much lower margins, lower revenues per square foot, and lower construction costs. “We are adapting to market conditions as they are and not waiting for the market to bounce back”: CEO.

eco - Wolf Street - 9 days ago

Core PCE Inflation Hits 3.1%, Worst in 2 Years, in Unique Twist Blows way past CPI Inflation. Driven by Core Services

Energy spike is still to come. The Fed needs to pay attention.

eco - Wolf Street - 9 days ago

Energy Inflation for Americans

Dropping gasoline prices since mid-2022 papered over big price increases in electricity and natural gas. But that’s now over.

eco - Wolf Street - 10 days ago

Food Inflation in America

Not good.

eco - Wolf Street - 11 days ago

CPI Inflation Rose on Food and Energy Prices, even before Gasoline Price Spike. YoY still Pushed Down by Bad-Joke OER

The Bad-Joke of Owners Equivalent of Rent (OER) explained.

eco - Wolf Street - 11 days ago

Supply of Single-Family Homes Surges to Highest for February in 9 Years, Demand Stuck in the Deepfreeze

Condo sales plunged to a record low shared with two other months.

eco - Wolf Street - 12 days ago

Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation

California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23.

eco - Wolf Street - 12 days ago

Crude Oil WTI Plunged by 24%, Back Below $88, from $116 Overnight. Gasoline Futures -16%. Manic Speculation Unwinds

The Futures Market is where the Imbeciles go nuts.

eco - Wolf Street - 13 days ago

Crude Oil WTI Spikes by 28% Overnight to $116, Gasoline Futures +17%. Asian Stocks Plunge, US Stock Futures Deep Red

For the US, the Strait of Hormuz blockage is a Price Shock and inflation problem, not a Supply Shock. For Europe and Asia, it could turn into a Supply Shock if the blockage persists.

eco - Wolf Street - 14 days ago

10-Year and 30-Year Treasury Yields Jump, Yield Curve Steepens, Mortgage Rates Jump too, as Inflation Fears Move to the Top

The bond market flipped from haven trade to inflation trade.

eco - Wolf Street - 15 days ago

Where Americans Spend their Trillions on Goods and How that Changed since 2015

Big structural changes in spending patterns created winners and losers.

eco - Wolf Street - 16 days ago

Supply of Labor Fell in 2025 on Immigration Crackdown: Massive Change in Labor Market Dynamics that Explains a Lot

The annual adjustments of the labor force to the new population estimates are in, and they’re revealing.

eco - Wolf Street - 16 days ago

Update on the Fed’s Balance Sheet and its Reserve Management Purchases

Adding T-bills, shedding MBS, Treasury note and bond balances on ice, SRF unused.

eco - Wolf Street - 17 days ago

Companies Report Raging Inflation, Except in Wages and Rents

Double-digit increases in employee health insurance costs hold down wage increases.

eco - Wolf Street - 18 days ago

U.S. Gasoline Demand Fell Further amid Long-Term Structural Shift: Plunging Per-Capita Consumption

Even as miles driven rose to a record.

eco - Wolf Street - 19 days ago

Oil Jumps, but It’s Not the 1970s anymore: US Crude Oil Production Hits Record, Net Exports Soar, Imports Decline

The US has become a large exporter of value-added petroleum products, including diesel and gasoline.

eco - Wolf Street - 20 days ago

10-Year US Treasury Yield Flipflops, Spikes by 14 Basis Points to 4.07%, after Plunging to 3.93%, amid Massive Volatility

It undid more than the entire haven trade that had started on Thursday and blew through the hot PPI inflation on Friday.

eco - Wolf Street - 20 days ago

Drill Baby Drill for 20+ Years: US Natural Gas Production Jumps to Record, Exports via LNG and Pipeline Spike to Record in 2025

And the price of US natural gas fell back to where it had been 30 years ago.

eco - Wolf Street - 21 days ago

Construction Spending on Data Centers, Factories, Powerplants, and Office Buildings: Boom, Bust, and in Between

Despite the hoopla about data centers, spending on factory construction was five times larger.

eco - Wolf Street - 23 days ago

Services PPI Inflation Explodes. Goods PPI Jumps as Companies Shuffle Tariffs to Each Other. Food and Energy Plunge

It will further fuel the acceleration of the Fed-favored PCE Price Index.

eco - Wolf Street - 23 days ago

AI, the Immigration Crackdown, and Mind-Blowing Overhiring in 2020-2022 Are Now Rattling the Labor Market

Despite only tepid job creation by the private sector, unemployment remains historically low.

eco - Wolf Street - 24 days ago

Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q4 2025

Despite the wailing about tapped-out, struggling and cracking consumers, the credit card delinquency rate dropped to multi-year low.

eco - Wolf Street - 25 days ago

Demand for Electricity Soars. US Power Generation by Source in 2025: Natural Gas, Coal, Nuclear, Wind, Hydro, Solar, Biomass, Geothermal, Petroleum

Amid a struggle to power AI data centers.

eco - Wolf Street - 25 days ago

WHOOSH Goes Demand for Electricity. US Power Generation by Source in 2025: Natural Gas, Coal, Nuclear, Wind, Hydro, Solar, Biomass, Geothermal, Petroleum

Amid a struggle to power AI data centers.

eco - Wolf Street - 25 days ago

WHOOSH Goes Demand for Electricity. US Power Generation by Source in 2025: Natural Gas, Coal, Nuclear, Wind, Hydro, Solar, Geothermal, Biomass, Petroleum

Power generation surged for the second year amid a struggle to power AI data centers.

eco - Wolf Street - 26 days ago

Biggest Single-Family Rental Landlords, Mom and Pop Landlords, and Trump’s Push to Block the Big Guys from Buying More Homes

It might not make much difference now, but it would during a housing crash.

eco - Wolf Street - 26 days ago

Biggest Single-Family Rental Landlords, Mom and Pop Landlords, and Trump’s Push to Block Big Guys from Buying More Homes

It might not make much difference now, but it would during a housing crash.

eco - Wolf Street - 28 days ago

Whiff of turmoil in the bond market as inflation fears moved to the front and center.

Bond market frets about inflation, leveraged Treasury bets unwind, housing market frets about spring selling season.

They’re investment choices, like bond funds, bonds, etc., not that illusory “cash on the sidelines.”

Hoping for lower mortgage rates that may not come.

But debt doesn’t exist in a vacuum: The Debt-to-GDP and Deficit-to-GDP ratios provide (ugly) context.

Dot Plot projections still point at 1 rate cut in 2026. Powell: “If we don’t see that progress [on inflation], then you won’t see that rate cut.”

Worst 6-month PPI inflation since August 2022 (+5.3% annualized). After multiple rate cuts by the Fed, inflation heats up everywhere: services, food, energy, other goods.

Each city has its own housing market. In some, home prices have dropped a lot; in others, prices have hit new highs.

Home sales in February, as feeble as they were, benefitted from the lowest mortgage rates in years. Those rates are now gone.

Now there’s a new wave of investor-funded tenants in town that are swimming in cash: AI companies.

US Government sold $651 billion of Treasury securities this week into these rising yields.

Much lower margins, lower revenues per square foot, and lower construction costs. “We are adapting to market conditions as they are and not waiting for the market to bounce back”: CEO.

Energy spike is still to come. The Fed needs to pay attention.

Dropping gasoline prices since mid-2022 papered over big price increases in electricity and natural gas. But that’s now over.

Not good.

The Bad-Joke of Owners Equivalent of Rent (OER) explained.

Condo sales plunged to a record low shared with two other months.

California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23.

The Futures Market is where the Imbeciles go nuts.

For the US, the Strait of Hormuz blockage is a Price Shock and inflation problem, not a Supply Shock. For Europe and Asia, it could turn into a Supply Shock if the blockage persists.

The bond market flipped from haven trade to inflation trade.

Big structural changes in spending patterns created winners and losers.

The annual adjustments of the labor force to the new population estimates are in, and they’re revealing.

Adding T-bills, shedding MBS, Treasury note and bond balances on ice, SRF unused.

Double-digit increases in employee health insurance costs hold down wage increases.

Even as miles driven rose to a record.

The US has become a large exporter of value-added petroleum products, including diesel and gasoline.

It undid more than the entire haven trade that had started on Thursday and blew through the hot PPI inflation on Friday.

And the price of US natural gas fell back to where it had been 30 years ago.

Despite the hoopla about data centers, spending on factory construction was five times larger.

It will further fuel the acceleration of the Fed-favored PCE Price Index.

Despite only tepid job creation by the private sector, unemployment remains historically low.

Despite the wailing about tapped-out, struggling and cracking consumers, the credit card delinquency rate dropped to multi-year low.

Amid a struggle to power AI data centers.

Amid a struggle to power AI data centers.

Power generation surged for the second year amid a struggle to power AI data centers.

It might not make much difference now, but it would during a housing crash.

It might not make much difference now, but it would during a housing crash.

The ugly debt monster grew faster than current-dollar GDP.