Articles from wolfstreet.com

Articles from wolfstreet.com

When AI Spending Starts Slowing, Start Worrying (wolfstreet.com)
23 days ago AI

The Social Security COLA for 2027 Will Be Largest since 2023 (wolfstreet.com)
23 days ago

Inflation Spreads across the Economy, Not Going Back into the Bottle: CPI, Core CPI, Core Services CPI Spike (wolfstreet.com)
23 days ago Inflation CPI

Sales of Existing Single-Family Homes Scrape along Bottom of 4-Year Dumpster, Supply at 11-Year High. Condo Sales at Record Low, Supply at Record High (wolfstreet.com)
24 days ago

The CEO's of Broadcom and Intel Say the Quiet Part out Loud about AI and ROI (wolfstreet.com)
24 days ago Intel AI

US Government Sold $728 Billion of Treasuries this Week. Yields at the 3-Year, 10-Year, 30-Year Auctions Highest in 20+ Years, Demand Emerges. Short-Term Yields See Rate Hike (wolfstreet.com)
27 days ago

Despite the AI Debt Pileup, Bond Market Still in La-La-Land, Investors Chasing Yield, Backed by Sky-High AI Stock Valuations (wolfstreet.com)
28 days ago Stock Bond AI

Status of the Commercial Real Estate Debt and Who Owns it in 2026 (wolfstreet.com)
28 days ago

Still QT plus Renewed Rate Hikes at the ECB despite Surging Bond Yields in the Euro Area (wolfstreet.com)
29 days ago Bond

Thoughts on the 10-Year Treasury Auction's 5.30% Yield, Highest since 2000: It Created Demand, Bond Bloodbath Continued (wolfstreet.com)
30 days ago Bond

Mortgage Rates Jump to 7.5%, Home Buyers Pull Back Further, Demand Sags (wolfstreet.com)
30 days ago mortgage

Though Pussyfooting Around on Rate Hikes, the Bank of Japan Pushes QT to Prop Up the Plunging Yen (wolfstreet.com)
30 days ago Japan

Home Sellers Grapple with Reality: Listing Prices Drop in Florida, California, Texas, and Suddenly even in New York (wolfstreet.com)
2026-10-7 New York California Texas

Office CMBS Delinquency Rate Re-Spikes to 12.2%, Far Worse than Financial Crisis Peak. End of Extend-and-Pretend Looms (wolfstreet.com)
2026-10-6 Financial Crisis

Home Prices in the Largest 20 European Countries, from Splendid Housing Bubbles to a Market that Fell Back to 2009 (wolfstreet.com)
2026-10-6 Europe Real Estate

A Wild Week for 10-Year & 30-Year Treasury Yields! Is there Blood in the Streets yet? Is it Good Enough for me to Nibble? (wolfstreet.com)
2026-10-4

Long-Term Treasury Yields Rise to 5.5%, Mortgage Rates to 7.5%, as Bond Market Grapples with a Complex Reality (wolfstreet.com)
2026-10-4 mortgage Bond

Where Are the Jobs? Winners and Losers by Industry (wolfstreet.com)
2026-10-3

Private Sector Employers Created 46,000 Jobs, Governments Shed 17,000 Jobs (wolfstreet.com)
2026-10-3

Homeowners Are Clinging to their Below-4% Mortgages for Dear Life as Mortgage Rates Went over 7% (wolfstreet.com)
2026-10-2 mortgage

AI Data Center Construction Goes Nuts, Power Plants Take Off, but Spending on Factories Is still Twice as Big as Data Centers (wolfstreet.com)
2026-10-2 AI

The US Economy “Is Running Hot,” Lots of Consumer Spending Growth, Lots of Inflation. The Bond Market Sees it Too (wolfstreet.com)
2026-10-1 Bond Inflation

Not Even the Massive Changes of Methodology Can Get PCE Inflation Back into the Bottle (wolfstreet.com)
2026-10-1 Inflation

Turnover in the Labor Market Calms Down, after Chaotic Churn (wolfstreet.com)
2026-9-30

Biggest Borrowers & Lenders in the $13.5-Trillion Repo Market: How the Hedge Fund “Basis Trade” & Money Market Funds Fit In (wolfstreet.com)
2026-9-30 Hedge Fund

Anthropic Lost $42 Billion on $4.6 Billion in Revenues in 2025: Leaked IPO Prospectus (wolfstreet.com)
2026-9-30 IPO

Long-Term Treasury Yields Rise to 5.5%, Mortgage Rates to 7.5%, as Bond Market Grapples with a Complex Reality (wolfstreet.com)
2026-9-26 mortgage Bond

WHOOSH, Go Orders at US Manufacturers of “Core Capital Goods,” Fueled by the AI Infrastructure Boom (wolfstreet.com)
2026-9-26 AI

What the Infamous “Housing Shortage” Looks Like: Inventories of New Single-Family Homes Balloon, Sales Crawl, Prices Sag (wolfstreet.com)
2026-9-25 Real Estate

Bond Bloodbath: 10-Year Treasury Yield Spikes 13 Basis Points to 5.10% after Hot PMIs with Inflation Written All Over (wolfstreet.com)
2026-9-24 Bond Inflation

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