Wolf Street | The stories behind business, finance, and money
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Wolf Street | The stories behind business, finance, and money
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Long View of the S&P 500 & Stock Markets of Canada, Japan, China, Hong Kong, India, UK, France, Germany, Italy, Spain
American hot money piling into some foreign markets produced gigantic gains in 2025 (Spain +49%).
wolfstreet.com
January 1, 2026 at 11:51 AM
Asking Rents in 33 Bigger Cities: Where they Spike, Rise more Slowly, or Fall. US Rents for Single-Family Homes Surge, Pull Further away from Multifamily
Rents spiked in San Francisco, Chicago, NY City, Rochester, Kansas City... rose more slowly in others... fell in Austin, Denver, San Antonio, Phoenix...
wolfstreet.com
December 31, 2025 at 11:51 AM
IPO Bloodletting after “Pop” in 2025: Venture Global, CoreWeave, Figma, Klarna, Bullish, Circle Internet, Navan, Firefly, Fermi…
Medline is one of the exceptions, after seven trading days.
wolfstreet.com
December 29, 2025 at 11:50 AM
Status of the US Dollar as Global Reserve Currency: USD Share Drops to Lowest since 1994
Central Banks diversify their holdings into dozens of smaller “non-traditional reserve currencies.”
wolfstreet.com
December 27, 2025 at 11:48 AM
US Government Interest Payments to Tax Receipts, Average Interest Rate on the Debt, and Debt-to-GDP Ratio in Q3 2025
Update on a slightly less ugly situation.
wolfstreet.com
December 25, 2025 at 11:48 AM
WHOOSH, Went the Economy in Q3. The Fed Needs to Watch Out, Economy Is Running Hot
Strong consumer spending growth (despite Sour Mood), big improvement of trade deficit, and government spending growth after two quarters of declines.
wolfstreet.com
December 24, 2025 at 11:48 AM
Carry Trade at Risk: Japan’s 10-Year JGB Yield Hits 25-Year High, Yield Curve Steepens, Finance Ministry Verbally Props Up Yen
Ridiculously-behind Bank of Japan is trying to deal with a huge multi-decade monetary mess without crashing global markets.
wolfstreet.com
December 23, 2025 at 11:47 AM
Oh Deary, Condo Prices Already Dropped by 12% to 30% in these 28 Bigger Markets
Across the US, after a mindboggling Condo Bubble, from Manhattan (-19%) to Oakland (-29%), from Cape Coral (-30%) to Seattle (-14%).
wolfstreet.com
December 21, 2025 at 11:46 AM
Single-Family Home Prices Barely up YoY, Condo Prices Fall, Highest Supply for Nov in Years, Sales at Housing Bust Levels
The beginning of the 4th year of demand destruction in the resale market after the price explosion from mid-2020 to mid-2022.
wolfstreet.com
December 20, 2025 at 11:46 AM
Today’s Doctored CPI Inflation Release is like a Bad Joke, but Very Serious (though it Suits the Administration’s Narrative)
No CPI data for October, partially made-up CPI data for November, and now 3 months' of doctored OER data which weighs 26% of overall CPI.
wolfstreet.com
December 19, 2025 at 2:32 PM
Lennar Further Cuts Average Sales Price of New Homes, to Lowest since 2017, -25% from Peak: That’s what this Housing Market Needs
Lower prices & lots of new supply. Deliveries & backlog rose. Profit margins, profits, & shares plunged.
wolfstreet.com
December 18, 2025 at 4:59 PM
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Large Expensive Metros in November 2025
Every housing market dances to its own dynamics.
wolfstreet.com
December 17, 2025 at 6:53 PM
The Fed Should Look at Private-Sector Jobs Growth and Not Get Distracted by the Massive Federal Government Job Cuts
Federal government slashed 172,000 jobs in 3 months, Private Sector gained 225,000, the most since May.
wolfstreet.com
December 16, 2025 at 8:16 PM
Treasury Yield Curve Steepens Sharply, Yields from 2 Years to 30 Years Have Risen as the Fed Cut Three Times this Year
The bond market faces the duo of Inflation and Supply.
wolfstreet.com
December 15, 2025 at 8:17 PM
US Government Sold $602 Billion of Treasuries this Week, 10-Year Treasury Yield Bounces Back to 4.20%, 30-Year Yield to 4.86%, Highest since Sep 4, after Fed Cuts
All of it to fund the ballooning debt that hit $38.4 Trillion. Shift to T-bill issuance has begun.
wolfstreet.com
December 13, 2025 at 1:57 AM
Layoffs Show No Signs of a Weakening Labor Market
If the labor market is weakening, it's on the job-creation side of the equation, maybe in part due to AI.
wolfstreet.com
December 12, 2025 at 12:40 PM
Why the Fed’s “Reserve Management Purchases” Are Not QE
The Fed reverts to pre-2009 balance sheet management where the balance sheet grows with or less than the economy.
wolfstreet.com
December 11, 2025 at 2:57 PM
This Fed Meeting Must Have Been an Epic Circus
Amid 3 dissenters in both directions, FOMC cuts by 25 basis points. “Dot Plot” sees 1 cut next year, 3 members see 1 hike. Reserve management purchases of T-bills begins.
wolfstreet.com
December 10, 2025 at 8:06 PM
CEO of ICE on Making Mortgages “Portable” & “Assumable” in the Era of MBS, and on AI at ICE and its Impact on Hiring
“I look at our own behavior, which is we're kind of slow walking some of that kind of hiring now because we're using these tools.”
wolfstreet.com
December 10, 2025 at 8:06 PM
Job Openings Jump by 443,000 in 2 Months: Labor Market Retightens, Fed Faces Scenario of Solid Job Market and Accelerating Inflation
7.67 million job openings, highest since May, 2nd highest all year, and up from a year ago.
wolfstreet.com
December 10, 2025 at 8:06 PM
In Edgy Bond Market, 30-Year Treasury Yield Hits 3-Month High, 10-Year Yield Hits 1-Month High, Mortgage Rates Jump
The expected rate cut gets complicated: A dovish Fed amid rising inflation can spook the bond market.
wolfstreet.com
December 9, 2025 at 1:08 AM
The Fed Will Talk a lot about “Reserve Balances” and “Reserve Management Purchases” at its FOMC Meetings
What Are They? And why now?
wolfstreet.com
December 9, 2025 at 1:08 AM
NAR Says Typical First-Time Homebuyer Age Was 40 in 2025, up from 33 in 2021. But Is this Accurate?
A narrative gets debunked. The affordability crisis remains.
wolfstreet.com
December 6, 2025 at 11:06 AM
CMBS: “Commercial Mortgage BS”
"We should have learned our lesson and sworn off CMBS forever": McNellis, commercial real estate developer.
wolfstreet.com
December 6, 2025 at 11:06 AM
Fed Balance Sheet QT: -$37 Billion in November, -$2.43 Trillion from Peak, to $6.54 Trillion
Standing Repo Facility at zero, after doing its job calming the repo market at month-end. QT ended on December 1, but in November, QT continued.
wolfstreet.com
December 5, 2025 at 11:34 AM