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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.
Category Archives: Main Page
‘Trumphoria’ ignoring downside risks to global economy–so far
Skype quality not great here, but content of this discussion is worthwhile. Former U.S. Treasury Secretary Lawrence Summers said investors are being far too sanguine about the risks associated with Donald Trump’s incoming administration.The Harvard professor, a Democrat who was … Continue reading
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OECD: global property prices fall amid ‘dangerous’ conditions and market slow-down
A new report from the OECD is sounding the alarm on ‘dangerous’ conditions in several global property markets: especially New Zealand, Sweeden, Canada, Australia and the UK. While bad for ‘investors’ and the highly levered buyers who have been driving … Continue reading
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Evans-Pritchard: Why euphoria could turn to credit crunch in 2017
Good New Year look ahead piece yesterday from the UK Telegraph’s Ambrose Evans-Pritchard. See: Trump, interest rates and Chinese panic: Why euphoria could turn to credit crunch in 2017. Here is a taste, but worth reading the whole thing: Donald … Continue reading
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