Publisher of finance and econ site https://teapawt.org/t.co/Xt9NMmBHdg
San Francisco
Joined July 2011
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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.
wolfstreet.com/2026/11/04/de…
Multifamily CRE Meltdown Keeps Getting Uglier.
The US government holds half of all multifamily mortgages. The rest is spread around.
wolfstreet.com/2026/11/03/mu…
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
wolfstreet.com/2026/11/03/la…
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
wolfstreet.com/2026/11/02/no…
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
wolfstreet.com/2026/10/30/tr…
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
wolfstreet.com/2026/10/29/te…
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
wolfstreet.com/2026/10/28/th…
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
wolfstreet.com/2026/10/28/fe…
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
wolfstreet.com/2026/10/27/wh…
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?
wolfstreet.com/2026/10/26/me…
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
wolfstreet.com/2026/10/24/tr…
AIpocalypse Not Now. Economy Is Running Hot: Lots of Growth, Lots of Inflation.
This is for October, advance notice, so to speak.
wolfstreet.com/2026/10/23/ai…
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.
wolfstreet.com/2026/10/22/ai…
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
wolfstreet.com/2026/10/21/th…
Pending Home Sales Plunge to Record Low.
And these mortgage rates too shall pass? It’s been four years of mortgage rates in a historically normal range. What’s high is inflation and home prices
wolfstreet.com/2026/10/20/pe…
Single-Family & Multifamily Rents in the US and 22 Large US Metros: Amid Massive Divergence, Rents Are Re-Accelerating.
Who owns the single-family and multifamily rental housing stock?
wolfstreet.com/2026/10/19/si…
Here's 1 of the 22:
Oh Dear, Prices of Single-Family Homes Fell by 11% to 26% in 16 Bigger Markets Already.
In another 13 bigger cities, prices fell by 9% to 10%. But San Francisco’s market goes haywire as AI mania money spills into housing
wolfstreet.com/2026/10/16/oh…
Inflation Spreads across the Economy, Not Going Back into the Bottle: CPI, Core CPI, Core Services CPI Spike.
Core services CPI +4.5% annualized, Core CPI +4.1% annualized, all-items CPI +8.1% annualized in September from August
wolfstreet.com/2026/10/14/in…
The Social Security COLA for 2027 Will Be Largest since 2023.
The numbers are out for the Cost-of-Living Adjustments for Old-Age, Survivors, and Disability Insurance and Supplemental Security Income
wolfstreet.com/2026/10/14/th…
