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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
Bear markets bottom after central banks near the end of easing efforts
As central banks resume easing in 2024, a bear market bottom should follow months later. Waiting for cyclical lows may feel challenging, but not waiting ends much worse. Here at the end of 2023, confidence in the economy and the … Continue reading
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ECRI: revival in growth is not here
Erik Townsend and Patrick Ceresna welcome ECRI’s Lakshman Achuthan to MacroVoices: “The revival in growth that everyone’s kind of banking on, is not here. The slowdown continues.” Here is a direct audio link. Further to the discussion. Unemployment lags the … Continue reading
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FOMO turning to regret for the majority of households
As we head into the most-harangued shopping weeks of the year, it is important to understand that spending patterns are strongly tied to the value of homes, particularly among the so-called upper-middle-class households (defined as income over 100k). Now that … Continue reading
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