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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: March 2021
Higher yields suggest attractive opportunity set for cash
Central banks cite COVID-decimated job markets as a reason to maintain rock-bottom overnight lending rates and bond-buying programs. The trouble is that they have little power over the five to thirty-year bond yields that set consumer borrowing costs, and these … Continue reading
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$10.5 trillion in corporate debt is epic opportunity in the making
It’s not just small businesses that have piled on debt during the pandemic; as explained below, publicly traded companies have issued record ‘IOUs’ to income-desperate buyers over the past year. Corporate debt prices rise and then fall with equity markets … Continue reading
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The unending Canadian housing boom?
The average rate on a common fixed-rate mortgage in Canada was a record-low 1.97 percent at the end of 2020. This, along with taxpayer-backing that enables minimal down payments, has helped propel Candian home prices and household debt to world-leading … Continue reading
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