Danielle was a guest with Jim Goddard on This Week in Money, talking about recent developments in the world economy and markets. You can listen to an audio clip of the segment starting at 36:25 on the play bar here.
While the stock market has always bottomed 13+ months after the Fed’s last rate hike, the chart below shows the historical performance of government bonds of different durations, three, six and twelve months after the Fed’s last rate hike.
Danielle was a guest on the CBC Weekend Business Panel. Here is a direct video link.
As we enter the second half of 2023, the economy continues chugging along. GDP growth for Q2 is currently estimated at 2.3%, and inflation continues dropping, with the latest June headline CPI just in at 3.0%. Have those warning of recession been wrong? Or will the lag effect result in a bumpier ride for the remainder of the year. Here is a direct video link.
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.
