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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.
Daily Archives: April 20, 2020
Koo: balance sheet recessions last longer
Conventional economic theory assumes that households and businesses will always borrow when credit is made available and they have the cash flow to service debt. As debt levels expand asset prices and economic activity rise along for the ride. But … Continue reading
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