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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._________________________
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Daily Archives: June 23, 2021
Reality stalks a desensitized risk complex
Global capital is all in with record leverage on growth and inflation bets. But is the consensus confident, or have they just stopped thinking? Not only are households holding their highest exposure to equities since the March 2000 secular peak. … Continue reading
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