Inicio
Inicio
Podcasts
Podcasts
Biblioteca
Cancelar
Iniciar sesión
THE WOLF STREET REPORT
Wolf Richter
Seguir
The stories behind business, finance, and money.
read less
Noticias
Noticias
Empieza aquí
01-10-2023
Stocks, Bonds & CRE Face QT
Fundamentals for markets have boiled down to QE or QT since 2009. Now there’s QT, a lot of QT, globally, to battle the worst inflation in decades.Support the show
Episodios
01-10-2023
Stocks, Bonds & CRE Face QT
Fundamentals for markets have boiled down to QE or QT since 2009. Now there’s QT, a lot of QT, globally, to battle the worst inflation in decades.Support the show
25-06-2023
Revenge of Variable-Rate Commercial Debts
Most people in finance today cut their teeth in the era of Easy Money, when history books were thrown out the window. Support the show
19-03-2023
Free Money Turned Brains to Mush. Now Some Banks Fail
The Fed ended Free Money, and the only thing it broke is the consensual hallucination that spawned during the Free Money era. And look what we got. Support the show
26-02-2023
Housing Bust #2 Has Begun
Some markets are already deep into it, others just started. A sobering trip from the free-money decade in la-la-land, back to normal. Support the show
22-01-2023
What’s Behind the Mass Layoffs in Tech & Social Media?
Drunk with Easy Money, companies were hogging office space and workers for a future that did not come. Support the show
18-12-2022
The Price of Easy Money Now Coming Due
The Crazy Stuff and Crazy Asset Prices that arose during Easy Money started blowing up when Easy Money ended. Support the show
13-11-2022
Where’s the Contagion from the Crypto Implosion?
As the FTX collapse shows, the shenanigans guarantee smooth, efficient contagion inside the crypto zone. But beyond it? Support the show
30-10-2022
The Housing Bubble Pops, and the Fed Can Let it Rip
Raging inflation knocked out the “Fed put,” and banks are no longer on the hook for mortgages; taxpayers and investors are.Support the show
16-10-2022
Return of the Bond Vigilantes Sent Shockwaves Around the Globe
Deficits don’t matter – until the bond vigilantes ride into town.Support the show
09-10-2022
Something Big Has Already Broken: Price Stability
The Fed will tighten “Until Something Breaks” and then pivot? Wait a minute... Support the show
18-09-2022
This Inflation Will Be Tough to Get under Control
Higher interest rates and mortgage rates for much longer, with lower asset prices, as the Everything Bubble gets dismantled. Support the show
08-08-2022
Housing Bubble Getting Ready to Pop: The Big Boys Leave, Wait for Market to Reset
Biggest investors in single-family houses: “We need to be patient and allow the market to reset.”Support the show
31-07-2022
Markets Are “Fighting the Fed”
One of the most important dictums in US finance is this: “Don’t fight the Fed.” And this could get ugly. Support the show
24-07-2022
Big Tech & Startups Getting Ready for Reality
Shedding People, Offices, and Warehouses. It’s kind of sobering. Reality has that effect, after a drunken binge.Support the show
10-07-2022
US Dollar Exchange Rates & Inflation: What’s Next?
The USD had a heck of a ride, which kept inflation from spiking even further. But it may not last much longer. Support the show
04-07-2022
Leverage & Interconnectedness Are Blowing Up Crypto & DeFi
That’s what’s different this time: Stuff is blowing up because of leverage, and the blow-ups cascade through the crypto space because everything is now interconnected. Those weren’t factors in prior “crypto winters.”Support the show
20-06-2022
What’s Behind the Collapse of so Many Stocks since Feb 2021?
This crash beneath the surface showed something had broken, that the magic had died, that hype and hoopla were suddenly unable to carry the day.Support the show
06-06-2022
Dotcom Bust 2, New & Improved
But we’ve had it so good for so long. And it was so easy, and it made everyone look like a genius.Support the show
29-05-2022
Tech Bust Takes Next Step: Layoffs & Hiring Freezes
Dotcom Bust 2 has begun. Only bigger.Support the show
28-03-2022
Bond Massacre, Inflation Prick Biggest Bond Bubble in History
The dollar’s role as dominant global reserve currency is at risk if the Fed fails to crack down on inflation. Support the show