On today’s edition of “Boiler Room,” Alfonso Peccatiello is joined by Eric Basmajian for a discussion on the rising risks of recession into 2023. With a focus on the cyclical & secular forces driving the global economy, Eric shares his framework for assessing the risks of recession in Q1 of 2023. Using both real-time and leading indicators, Eric evaluates the current cyclical trend in economic growth and inflation before sharing his outlook on what this means for markets. Here is a direct video link.
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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.
