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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
What’s your plan?
Last week, the two-year US Treasury bond yield (3.654%) closed below the ten-year yield (3.716%), making for a +.062% spread and the first upward-sloping curve for these yields since July 2022. The re-steepening of Treasury yield spreads after months of … Continue reading
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Danielle’s bi-weekly market update
Danielle was a guest with Jim Goddard on Talk Digital Network, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here. Also, see, Toronto home prices fall as active … Continue reading
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Recession warning in wine, watches, art and yields
Fine wine prices have tumbled back to the pandemic lows of 2020 due to falling consumption, globally. Fine wine prices are decreasing sharply amid rising inventories and low demand for some of the most expensive wine #MacroEdge pic.twitter.com/qzuVSh3ixd — MacroEdge … Continue reading
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