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Cory’s Chart Corner
In both directions. h/t @LanceRoberts
Lance Roberts @LanceRobertsThis 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._________________________
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About that: Why is the loonie so low?
The Canadian dollar is now at its lowest point since the peak of the COVID-19 pandemic, and analysts predict it could fall below 70 cents US in the coming months. Andrew Chang explains why the dollar’s value has fallen so … Continue reading
Bird’s eye view of price and risk
This week, we learned that the US index of leading economic indicators (Conference Board LEI) contracted to 99.5 in October—the 32nd consecutive month of contraction and the longest since at least 1957 (all shown below courtesy of The Daily Shot). … Continue reading
Even higher hopes
The S&P 500 is on track for its biggest election-year gain in 88 years. Still, according to the latest Conference Board Consumer Confidence Survey, the share of US consumers expecting stocks to rise further over the next 12 months has … Continue reading
