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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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Deflationary forces on deck
Will Debt Debate Finish the Fed’s Inflation Battle? — DiMartino Booth joins Charles Payne of Fox Business News to discuss. Here is a direct video link. As shown below, inflationary pressures have come off hard year over year (Trueflation data … Continue reading
Now playing: 6th major housing downturn since 1960s
The median new US home in April sold for $420,800 -15% lower than the peak last October. Less spending is evident in home improvement spending too. Yesterday, Lowe’s joined Home Depot in announcing a year-over-year decline in same-store sales (the … Continue reading
Largest property owners strategically defaulting on mortgages
Some property owners are defaulting on mortgages because they lack the cash flow to make payments; others are defaulting to cut investment losses and hand properties over to lenders. See, Top property owners are credit-worthy–they might default anyway: “The thinking … Continue reading
