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Fed's Flow of Funds: Household Net Worth Decreased $1.6 Trillion in Q1

Calculated Risk

This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc.) Household percent equity (as measured by the Fed) collapsed when house prices fell sharply in 2007 and 2008. The third graph shows household real estate assets and mortgage debt as a percent of GDP. Mortgage debt is up $2.78

Nonprofit 162
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A Spectacularly Underappreciated 15 Years

The Big Picture

If we wanted to cherry pick the data, we could start with the March 2009 end of the GFC, and the returns would be much higher, or date it from the pre-GFC peak in October 2007, and make the returns lower. Plus bonds down 15% – the first double-digit drop for both asset classes in 4 decades.

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Fed's Flow of Funds: Household Net Worth Increased $0.2 Trillion in Q4

Calculated Risk

This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc.) Household percent equity (as measured by the Fed) collapsed when house prices fell sharply in 2007 and 2008. The third graph shows household real estate assets and mortgage debt as a percent of GDP. in Q3, 2024. in Q3, 2024.

Nonprofit 162
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Fed's Flow of Funds: Household Net Worth Increased $2.8 Trillion in Q2

Calculated Risk

This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc.) Household percent equity (as measured by the Fed) collapsed when house prices fell sharply in 2007 and 2008. The third graph shows household real estate assets and mortgage debt as a percent of GDP. in Q1, 2024. in Q1, 2024.

Nonprofit 332
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Fed's Flow of Funds: Household Net Worth Decreased $6.1 Trillion in Q2

Calculated Risk

This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc) net of liabilities (mostly mortgages). Household percent equity (as measured by the Fed) collapsed when house prices fell sharply in 2007 and 2008. The third graph shows household real estate assets and mortgage debt as a percent of GDP.

Nonprofit 363
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Fed's Flow of Funds: Household Net Worth Decreased $0.4 Trillion in Q3

Calculated Risk

This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc) net of liabilities (mostly mortgages). Household percent equity (as measured by the Fed) collapsed when house prices fell sharply in 2007 and 2008. The third graph shows household real estate assets and mortgage debt as a percent of GDP.

Nonprofit 360
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MiB: Julian Salisbury, CIO, Goldman Sachs

The Big Picture

Salisbury , chief investment officer of asset and wealth management at Goldman Sachs. He is also a member of the management committee, and Co-Chairs the Asset Management Investment Committees, which includes private equity, infrastructure, growth equity, credit, and real estate. This week, we speak with Julian C.