Equity – U.S. Households Aggregate Financial Asset Allocation U.S. households currently allocate 43% of their total financial assets to equities, which is elevated. Image: Goldman Sachs Global Investment Research
Personal Saving Rate and U.S. Household The U.S. personal saving rate remains well below its long-term average. Image: BofA Research Investment Committee
Inequality – Inflation Adjusted U.S. Household Net Worth by Brackets Wealth inequality has reached unprecedented levels in recent times. The wealth gap between the top 10% and the bottom 90% has exploded. Image: Real Investment Advice
House Pricing Index Rising borrowing costs and interest rates are impacting global housing markets and driving down prices in many developed markets. Image: Morgan Stanley Research
Housing – Global House Prices Will global interest rate hikes continue to drive down house prices? Image: BofA Global Investment Strategy
U.S. Household Net Equity Demand by Year U.S. households’ demand for equities could be a headwind for stocks. Image: Goldman Sachs Global Investment Research
Housing – New One Family Houses Sold Total NSA U.S. new home sales rose 7.2% in January, which was better than expected. Image: The Daily Shot
Household Debt-to-Income Ratios U.S. households have improved their balance sheets in the past decade. Image: Deutsche Bank
U.S. Housing Starts and New One Family Houses Housing starts declined 0.5% in November. Usually, a continued downturn may signal a contraction of the economy. And historically, a decline in residential real estate has led several recessions. But housing is already in a slump and shouldn’t cause a recession.
Housing – USA Case-Shiller House Price Will U.S. house prices go down soon? Image: Nordea and Macrobond