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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: May 2022
Worst annual start on record- are stocks and bonds going to diverge?
As we await the next rate hike from the US Fed, some big picture is worth considering. As shown below, courtesy of Charlie Bilello, year to date has been the most negative start for stocks (S&P 500) and bonds (aggregate … Continue reading
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A Dilemma of the Fed’s Own Making
Danielle DiMartino Booth, founder and CEO of Quill Intelligence, joins Jack Farley and former senior Fed trader Joseph Wang to share her outlook on this week’s FOMC meeting. Booth argues that the Federal Reserve’s lateness to fight inflation has caused … Continue reading
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Basmajian: Housing is the business cycle
On today’s edition of “Boiler Room,” Alfonso Peccatiello is joined by Eric Basmajian, founder of EPB Macro Research. With a focus on cyclical and secular cycles in the economy, Eric joins the show for a deep dive into the housing … Continue reading
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