Household Debts, Debt-to-Income Ratios, Delinquencies, Foreclosures, Collections & Bankruptcies in Q3 2026.
How Americans are handling their debts.
https://t.co/kNBmY1gsKu
10-Year Treasury Yield Spikes as Inflation Spreads across Economy, Driven by Ugly Core Services CPI.
Inflation refuses to back into the bottle, especially non-housing services inflation. Prices of food and core goods also jumped. It was ugly all around
https://t.co/a8o2vafQqd
Social Security Deficit Blows Out: Trust Fund, Income, Costs, Deficits, and Interest Rates in Fiscal 2026.
3 months before insolvency of SS in 1983, Congress passed and Reagan signed a fix that lasted 40 years. Now Congress needs to stop dilly-dallying
https://t.co/L61HSGXmdF
Where Are the Jobs? Winners and Losers by Industry in October and over the Years.
How employment changed by industry amid big structural shifts in the US economy
https://t.co/a141KOcvSk
each industry its own chart. Here's Information
Phenomenon: Initial Applications for Unemployment Benefits (4-wk avg) Drop to Lowest since 1969, amid
lethargic growth in private-sector payrolls, big staff cuts at federal & state govs, but declining labor force after crackdown on illegal immigration
https://t.co/0h2f6ovxJS
Despite Lower Rates, Demand for Mortgages to Purchase a Home Dips, Stuck at Rock-Bottom: Is 7% the No-Go Zone?
The Fed and mortgage rates.
https://t.co/8WfPWHAwGZ
Multifamily CRE Meltdown Keeps Getting Uglier.
The US government holds half of all multifamily mortgages. The rest is spread around.
https://t.co/Ec8tOAKnbP
CMBS data via @TreppWire
Labor Market Churn Accelerates on Big Jump in Quits.
Job Openings to fill those left-behind slots rose, hires jumped, layoffs & discharges fell and were low
https://t.co/7FCK2BvaCe
No Inflection Point Yet: Near-Exponential Data Center Boom Sends Shockwaves to Industrial Economy, Construction Hit by 2nd Wave of Inflation.
All spiked: Construction of data centers & power plants; equipment orders at manufacturers; inflation in construction
https://t.co/Pp5b3ru3cE
Treasury I Bond “Fixed Rate” Raised to 1.40%, Highest since 2006, for 5.51% Annual Combined Rate for Next 6 Months
This generation of inflation-protected long-term tax-advantaged buy & forget savings product is more appealing than those of past 20 years
https://t.co/jMFNogUcVp
Tech Makes a Mess as Wrinkle Start to Show. Markets Are Edgy Now, Aren’t they?
These are some sudden massive movements in even huge stocks
https://t.co/jJnd5ZDsny
The Growth of the Vacant Housing Stock in the US, Q3 2026.
Total housing units grew by 1.51 million YoY (new construction minus demolition). Vacant for-sale & for-rent units jumped by 7.1%, to 4.93 million, highest since 2013
https://t.co/tYzS9M1EHZ
Fed Holds Rates, but with 2 Dissenters. A Hold before the Election Was Widely Expected. Dissenters Were Not.
The statement upgraded the economy and left the door wide open for rate hikes. 10-Year Treasury yield kneejerk jumps
https://t.co/npp3ymAAPs
What the “Housing Shortage” of New Single-Family Homes Looks Like: Ballooning Inventories, Falling Prices, So-So Sales.
Homebuilders are doing their job creating new housing stock even as they’ve had trouble selling these homes
https://t.co/FwSBJQOHDx
Mega and Large Investors Pull Back from Housing Market, Become Net Sellers, Small Investors Continue to Pile In.
Who is the smart money, after the home-price explosion?
https://t.co/Vg6YtAVlZh
Treasury Market Gets to Breathe: AI Companies Front-Loaded Debt Sales and, Loaded with Massive Cash to Spend, Step Back from the Bond Market.
Conniptions in the Treasury Market calm down. Nothing Goes to Heck in a Straight Line, not even the Treasuries
https://t.co/BidaBYxSVv
AIpocalypse Not Now. Economy Is Running Hot: Lots of Growth, Lots of Inflation.
This is for October, advance notice, so to speak.
https://t.co/TMYgfw9w6X
AI Found Catastrophic Vulnerabilities in PHP, Running on 70% of All Websites, incl. WOLF STREET. Then it Was Leaked.
This could have been a massive mess.
https://t.co/go2U1GOo3L
The Unloved 20-Year Treasury Bond Sells at 5.47%, Highest Auction Yield since… (1986*)
The bond market has come to grips with these 5%-plus yields and is settling in
https://t.co/pQlg8C6XV7