Charts of the Week
Comparing Real Estate to GDP and Stock Ownership
June 19, 2026
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.
Over the past couple decades, households' real estate equity and direct stock ownership have moved in lockstep.
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
U.S. equity net issuance rose by $1.8 trillion in the first quarter.
A review of our recent research
Commentary & analysis of selected stories on June 18, 2026
Commentary & analysis of selected stories on June 17, 2026
The BoJ, RBA, and now the ECB have all hiked this cycle. Inflation is elevated everywhere on the planet and is expected to remain this way for at least a year, even after energy is removed.
Commentary & analysis of selected stories on June 16, 2026
Commentary & analysis of selected stories on June 15, 2026
Commentary & analysis of selected stories on June 12, 2026
Sellers in the housing market outpace buyers to the largest degree in over a decade.