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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
China offers warning on euphoric asset prices elsewhere
China’s economy is struggling through a multi-year downturn in the property market, a slump in manufacturing activity and falling exports. Other countries and markets should take note. A triple whammy of falling real estate and stock prices amid credit defaults … Continue reading
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The equity bear market is likely only started
Asset markets leapt last week as the US Fed (and Bank of Canada) held monetary policy unchanged for the 5th consecutive month, having hiked last in July. US Chair Powell fueled euphoria when he said the Fed was talking about … Continue reading
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Danielle’s biweekly 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 Beware the Most Crowded Trade on … Continue reading
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