Follow
_________________________
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
Desperation spreads from China property crisis
Real estate and related industries have driven an outsized 25 percent of China’s gross domestic product over the last decade-plus and some 40% of global commodity demand. Now add-debt-and-stir is following the time-worn playbook with imploding prices and participants. This … Continue reading
Posted in Main Page
Comments Off on Desperation spreads from China property crisis
Falling incomes and forced home sales
Lucid insights on macro conditions and the housing cycle in this segment. Homeowners in America have run out of money in 2023, which could spark a wave of panic selling that will cause inventory to surge. Here is a direct … Continue reading
Posted in Main Page
Comments Off on Falling incomes and forced home sales
What this $100 billion ghost city says about China’s realty crisis
Country Garden, once seen as one of China’s most stable property developers, is now struggling financially, leaving the future of unfinished megadevelopments like Malaysia’s Forest City in doubt. Here’s how overbuilding, and a streak of bad luck, have left China’s … Continue reading
Posted in Main Page
Comments Off on What this $100 billion ghost city says about China’s realty crisis
