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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
Bond market tightens noose on highly indebted economy
Today, we have news that the Canadian and US economies are estimated to have created more jobs in September than forecast. Still, hourly earnings moved down, and unemployment rates in both countries have moved above cycle lows. It is helpful … Continue reading
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Yield curve steepening signals more pain for stocks, real estate and economy
Bond analyst Alf Pecatiello warns that over the last 3 months, US bond markets have been in an aggressive and prolonged period of bear steepening of the yield curve. History shows if left unchecked, this steepening is likely to cause … Continue reading
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Harsh new reality for homeowners as listings rise and buyer-pool shrinks
In its 2023 Financial System Review, The Bank of Canada notes growing concern about the ability of households to service their debt, with mortgage holders facing payment increases of up to 40%. Compounding the issue is the fact house prices … Continue reading
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