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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
Near half of new Canadian mortgages have amortizations >30 years
Near half of all new Canadian mortgages taken out in the first quarter of 2023 had amortization lengths longer than 30 years. In addition, as interest rates have leapt since 2022, a significant number of existing variable-rate mortgage holders have … Continue reading
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Equifax: Canadian business revolving debt is “worrying trend”
New data from Equifax shows that in the first quarter of 2023, Canadian businesses increased their credit card balances by 15 percent and lines of credit by 11 percent while the total balance outstanding on bank-issued installment loans fell 2.4 … Continue reading
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Housing inflation keeping central banks hawkish
Falling average hours worked is leading consumer demand lower while housing inflation is keeping central banks hawkish for longer than in past cycles. Nasty combo. Chris Harvey, Wells Fargo Securities head of equity strategy, and Frances Donald, Manulife Investment Management … Continue reading
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