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Cory’s Chart Corner
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
Economic weakness leads unemployment, not the other way around
Many cite US and Canadian unemployment levels today near 5o-year lows as grounds for economic optimism. Unemployment is a lagging indicator that commonly inspires misplaced confidence heading into recessions and then pessimism as it rises into subsequent economic expansions. For … Continue reading
Productivity challenges
Weak productivity pressures profits and, ultimately, increases unemployment. Eventually, after recessions, productivity increases, thanks to reviving demand and lower labour costs (after layoffs). So far, we are early in the layoff phase, with jobless claims rising in 48 US states. … Continue reading
Danielle’s bi-weekly 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 Department Stores are Maxed out. Bearish … Continue reading
