The 10% Richest Households in the U.S. Own Almost 70% of All Wealth The 10% richest households in the US used to own 60% of all wealth. Now they own almost 70%. Inequality: you may also like “U.S. Net Worth by Wealth Bracket.” Image: Deutsche Bank Global Research
Is U.S. Household Debt a Problem? Not really, right now. Actually, the level of household debt alone does not tell an accurate picture of the current situation. However, U.S. household debt to GDP is much lower, U.S. household debt service payments as a percent of disposable personal income and U.S. household financial obligations as a percent…
ISABELNET Picture of the Day With Republicans achieving a trifecta by winning the House, Senate, and presidency, Democrats will find it difficult to advance their policy agenda. Historically, markets have performed best under a divided Congress. Have a Great Day Everyone! 😎
Ownership Breakdown of the U.S. Equity Market (Share of Corporate Equity Market) U.S. households hold 38% of the U.S. equity market, reflecting strong confidence in stocks. However, ownership is concentrated, with the wealthiest 10% owning about 93% of all stocks owned by households. Image: Goldman Sachs Global Investment Research
ETF Gold Holdings While gold prices have reached new highs, household investor participation remains low, sharply contrasting with the aggressive buying strategies employed by central banks. Image: BofA Global Research
Valuation – Shiller CAPE P/E Ratio U.S. household equity allocations are at record highs, and the CAPE ratio can stay elevated for long periods without causing a market correction, but historical data suggests this often leads to lower future returns. Image: Topdown Charts
U.S. ETF and Mutual Fund Flows Households remain risk-on. Image: Goldman Sachs Global Investment Research
U.S. Housing – Existing Home Sales Price U.S. house prices rise much faster than wages and become too expensive for most young people. Image: BofA Global Investment Strategy
Who Owns the Equity Market in the United States? U.S. households’ equity ownership has declined, but remains high. Image: Deutsche Bank
Cash – Cumulative Increase in Savings Deposits at Commercial Banks Household excess liquidity remains strong. Is it a contrarian bullish signal for stocks? Image: Morgan Stanley Wealth Management
Breakdown of Equity Ownership U.S. households’ equity ownership remains high. Image: Financial Times