Oakland, Austin, New Orleans, Cape Coral, San Francisco, Birmingham, Washington DC, Fort Myers, Denver, Portland, Phoenix, Sarasota, Naples, Hayward.| Wolf Street
Utility-scale battery capacity tripled in two years. California and Texas are the giants.| Wolf Street
Bond market reacts to inflation expectations and supply of new bonds, not the Fed’s policy rates.| Wolf Street
But the hot air was let out of pandemic-era gross margins, operating earnings, and net income. Sellers of existing homes should pay attention.| Wolf Street
Oakland, Cape Coral, Austin, San Francisco, Denver, Tampa, Seattle, New York City, St. Petersburg, Fort Myers, Sarasota, Boise, Jacksonville, Detroit, New Orleans, Portland, Arlington (TX), Naples, Mesa, Aurora (CO), Reno, Scottsdale, Phoenix, Orlando, Garland| Wolf Street
With US debt issuance threatening to blow all fuses, foreign demand is an increasingly important question.| Wolf Street
Amid only one dissent, FOMC Cuts by 25 basis points. “Dot Plot” sees 50 basis points in additional cuts in 2025. Risks shift to labor market. QT continues.| Wolf Street
Some big shifts related to tariffs. But our Drunken Sailors keep on splurging.| Wolf Street
Single-family giants are selling houses they bought amid the Housing Bust and shifted to new construction of build-to-rent developments. Multifamily caught up in CRE turbulence.| Wolf Street