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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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Category Archives: Main Page
Canada needs bold new focus on net income enhancement
More malinvestment in propping up asset prices and the status quo is the opposite of what’s needed. The focus has to be on investments and incentives that increase longer-term efficiency and net income (with full cost accounting for the waste … Continue reading
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Danielle on CBC Weekend Business Panel
The CBC News Network Weekend Business panel takes a look at the top stories of the week. Here is a direct video link.
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Monetary easing tends to be contagious and no quick fix
This week, the Swedish central bank followed Switzerland in becoming the second G10 nation to ease base rates in the banking system. Both cited weakening economic activity. The Bank of Canada is expected to follow suit this summer, with 45% … Continue reading
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