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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
Fed Pivot
Helpful overview and charts from Nick in this segment. Jerome Powell and the Federal Reserve just pivoted and are no longer increasing interest rates. With the Fed FOMC deciding to skip a rate hike at their June 2023 meeting. This … Continue reading
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Danielle’s biweekly market update
Danielle was a guest with Jim Goddard on Talk Digitial Network, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment here.
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“Skip”, QT and high for longer–not bullish
A world of bullish commentators asserts that Fed pauses are positive, even though the worst economic and stock market downturns have always come after the Federal Reserve stops tightening. After ten consecutive rate increases and the sharpest rate of change … Continue reading
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