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eco - Wolf Street - 9 hours ago

Repo Market Liquidity Pressures Made Worse by Government Shutdown, but the Fed’s SRF Did its Job and Went Back to Sleep

After the debt ceiling, the shutdown: government checking account (TGA) sucks up $700 billion in four months.

Eco - The Economist - 18 hours ago

How Donald Trump can dodge a Supreme Court tariff block

No matter the ruling, the president has back-up powers

eco - Wolf Street - 1 day ago

US Government’s Net Cash from Tariffs Jumps to Record $32 Billion in October

The Supreme Court could strike down a portion of the tariffs, but the Administration sees similar tariffs under different Acts. "You should assume they're here to stay": Bessent.

eco - Wolf Street - 1 day ago

Who Takes the Losses on Office CRE? Here’s an Example: the Bankruptcy of Office Properties Income Trust

Shareholders got wiped out, noteholders take losses and get the company, banks appear to be largely unscathed.

Eco - The Economist - 1 day ago

The mystery of China’s slumping investment

Its leaders don’t seem too concerned. Should they be?

Eco - The Economist - 2 days ago

Why Wall Street won’t see the next crash coming

Even the best traders struggle to predict sudden jumps in volatility

eco - Wolf Street - 3 days ago

Dear Readers, Please Donate to WOLF STREET: Fall 2025 Reminder

Your generous support allows WOLF STREET to remain free and open to all, not hidden behind a paywall.

eco - Wolf Street - 3 days ago

Office CMBS Delinquency Rate Hits Record 11.8%, Much Worse than Financial Crisis. Multifamily Delinquencies Soar to 7.1%

Commercial real estate (CRE) loans on office and multifamily properties got further bludgeoned in October.