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Cory’s Chart Corner
In both directions. h/t @LanceRoberts
This is really pretty incredible.
US household holdings of equities and mutual funds reached a record 278% of disposable personal income in the second quarter of 2026, up from just 29% in 1982, amplifying the stock market’s influence on consumer spending and economic activity.
Monthly Archives: December 2014
‘Silent commodity crash’ and bond yields signal global recession
The US is the world’s largest economy. Even so, $16.8 trillion in 2013 represents just 26% of the 75 trillion global GDP. It is not an island that can drive global growth unilaterally. CNBC contributor Ron Insana explains how a … Continue reading
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Weak demand and excess supply deflating commodities
Many people are talking about the supply glut while ignoring the mean reversion of global demand now underway. Both are working prices lower. Andy Xie, independent economist, weighs in on oil’s plunge, as demand wanes in China. Here is a … Continue reading
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Junk bonds leaving S&P high and queasy
Another day another meltdown in risk markets. As shown below, non-investment grade bond prices are leading the S&P 500 down to their level, as their yields gap wide with a new found appreciation for the growing default risk in many … Continue reading
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