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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: July 2018
China’s heavily levered property markets headed south
Different side of the world, but very familiar themes here: real estate developers borrowed heavily in greenbacks and now face leaping service costs and defaults as the Yuan weakens against the US dollar. Chinese households have doubled their mortgage debt … Continue reading
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