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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
EPB Macro: this “perfect downtrend” won’t go away
The disinflationary weight of debt and aging demographics are still in motion. Eric explains the implications well in this segment. This video discusses the alarming trend of declining interest rates and its impact on the economy. Real interest rates, which … Continue reading
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Recessions come with bear markets
David Rosenberg, founder and president of Rosenberg Research, joins BNN Bloomberg to discuss U.S. Fed chair Jerome Powell’s latest comments. He says a recession certainly will happen, and we’re at or near the end of the tightening cycle. Here is … Continue reading
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Taleb on looming crisis: the risk is in front of us
Nassim Taleb, Universa Investments scientific advisor and author of ‘The Black Swan’, joins ‘Squawk Box’ to discuss the markets and economy, why a bubble is looming, the state of cryptocurrency, and more. Here is a direct video link.
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