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…

Sales of Existing Single-Family Homes Scrape along Bottom of 4-Year Dumpster, Supply at 11-Year High. Condo Sales at Record Low, Supply at Record High wolfstreet.com/2026/10/13/sa…

US Government Sold $728 Billion of Treasuries this Week. Yields at the 3-Yr, 10-Yr, 30-Yr Auctions Highest in 20+ Years, Demand Emerges. Short-Term Yields See Rate Hike Bond market functioning again after Fed’s 2008-2022 interest rate repression broke it wolfstreet.com/2026/10/10/us…

Despite AI Debt Pileup, Bond Market Still in La-La-Land, Investors Chasing Yield, Backed by Sky-High AI Stock Valuations With stunning amount of capital getting sucked up while AI revenue model is in fantasy land, you’d think it would be Panic City. But no wolfstreet.com/2026/10/09/de…

Status of the Commercial Real Estate Debt and Who Owns it in 2026. The government is the most aggressive CRE lender. But even CMBS balances are surging again, water under bridge? wolfstreet.com/2026/10/08/st…

Still QT plus Renewed Rate Hikes at the ECB despite Surging Bond Yields in the Euro Area. The ECB shed €95 billion of QE Bonds & Loans in Q3. Since mid-2022, QE assets dropped by 53%! Gold got marked up to market wolfstreet.com/2026/10/08/st…

Thoughts on the 10-Year Treasury Auction’s 5.30% Yield, Highest since 2000: It Created Demand, Bond Bloodbath Continued. Bond market coming out from under 14 years of interest rate repression, doing its thing. And that’s what Warsh wants it to do wolfstreet.com/2026/10/07/th…

Mortgage Rates Jump to 7.5%, Home Buyers Pull Back Further, Demand Sags. Mortgage applications to purchase a home plunged and to refinance a home collapsed wolfstreet.com/2026/10/07/mo…

Though Pussyfooting Around on Rate Hikes, the Bank of Japan Pushes QT to Prop Up the Plunging Yen. Its QT is substantial and ongoing and impacts long-term yields of Japanese Government Bonds wolfstreet.com/2026/10/07/th…

Home Sellers Grapple with Reality: Listing Prices Drop in Florida, California, Texas, and Suddenly even in New York. In New York, until recently a beacon of strength, the bottom fell out over the summer wolfstreet.com/2026/10/06/ho…

Office CMBS Delinquency Rate Re-Spikes to 12.2%, Far Worse than Financial Crisis Peak. End of Extend & Pretend Looms. CMBS data via @TreppWire From “Survive till ’25” (when low rates were to return) to “Sell at today’s price, or the lender will” wolfstreet.com/2026/10/05/of…