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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.
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Recession to slow inflation and spike unemployment
Nancy Lazar, Piper Sandler global chief economist, joins ‘Money Movers’ to discuss whether Tuesday’s economic data changes any of the economists’ forecasts, whether the Federal Reserve has room to focus on its employment mandate, and more. Here is a direct … Continue reading
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Keeping it Simple: Wake me up when October ends
In a world awash in information, relevant facts are hard to find. Former Fed staffer and founder of QI Research Danielle DiMartino Booth joins Mike and Harley to discuss her October 2023 recession call. Here is a direct video link.
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Canadian real estate company insolvency outpacing great financial crisis
From January to May this year, there was an average of 20 real estate, rental or leasing insolvencies in Canada every month where companies either sought bankruptcy protection or filed creditor proposals. At this pace, Canada is on track to … Continue reading
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