Markets
Comparing Real Estate to GDP and Stock Ownership
June 27, 2025
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.
Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.
Roughly 41% of FDIC deposits in the U.S. are uninsured.
U.S. equity net issuance rose by $982 billion in the first quarter.
A long-term look at inflation-adjusted S&P 500
Some interesting charts from our recent posts.
Today's topics include an all-out assault on Powell, the idea of a shadow Fed chair gains traction, NATO agrees to 5% defense spending, an eye on the debt ceiling, a concentrated stock market rally, outflows from bond funds, China's grip on rare earths, and stablecoins are buyers of T-bills
Today's topics include wait & see continues, a momentum-driven market, bonds & government spending, eyes on labor market conditions, a check on valuations, moving down the quality spectrum, euro rally, and Japanese inflation running hot
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Today's topics include pressure ramps up on Powell, the U.S. current account deficit, oil's effect on monetary policy, oil supply/demand, Fedspeak, and checking in on port activity