The stock market has been flailing about like a teenager on cheap wine year to date, but so far the much larger, more sober bond market seems pretty sure about its preferred path: safe-haven inflows to U$ and the highest quality bonds. As shown in this chart of US 10-year Treasury yields, the Q-Eternity sponsored pump and dump in risk assets that began in the fall of 2012 is once more running low on believers in 2014.
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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.
