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The Real Rate Index45.30.00Palanor: Inflation Pulse50.7+0.09Palanor: Geopolitical Stress60.0-2.16Palanor: Liquidity57.9-0.79Palanor: Capital Tightness47.5+0.91Palanor: Industrial Pulse70.10.00Palanor: AI Margin Compression53.4+0.29Palanor: Consumer Confidence48.6+0.50Palanor: US Dollar Strength46.50.00Palanor: Labor Heat63.2-0.01Palanor: Recession Vocabulary28.1+0.54Palanor: Uncertainty Index53.4+1.24Palanor: US Jobs Health40.30.00Palanor: Energy Transition37.0-0.52Palanor: Reshoring Sentiment22.8+0.54Palanor: AI Substitution28.4-0.24The Social Fabric Index45.70.00Palanor: Geopolitical Anxiety19.4-0.45Palanor: Quit Pressure37.6+0.42The Mania Index88.00.00The Palanor Index57.1-0.51Cost Disease Spread33.20.00Palanor: US vs China49.5-0.17Rise of Socialism Index40.8-0.26The Bubble Memory79.90.00Palanor: Steward Confidence50.8+0.13The Long Watch90.30.00The Reshoring Index55.2+0.00The Capital Return Index81.0-0.75The Discourse Index72.4+1.83The Hesitation Index30.8-6.58Palanor AI Inference Cost Index71.2-0.03The AI Capex Race Index78.4+1.36The Boardroom Index82.5-0.00The Layoff Cycle Index32.8-2.51Capital Deployment Posture Index62.3+1.26The Consumer Health Index41.7-2.96Labor Hours Composite44.40.00The Dollar Erosion Index66.6+0.14Palanor: Risk Appetite36.2+0.83
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Stocks per Dollar of Real Estate

Corporate stock held directly and indirectly divided by real estate, U.S. households and nonprofits, quarterly, ratio

1.37 in Q2 2026the highest in data back to 1945+0.29 since Q4 1945
YTD1y2y5y10y20yAll
ForecastOffContinuationForesight™
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U.S. recessionsShades the months the NBER dates as recession. U.S. charts only.5-year rangeThe highest and lowest readings of the last five years, as a band. One-series charts only.High and lowMarks the highest and lowest readings in the window shown.
Current·Data to Q2 2026

Plays the chart through its history. Pauses are where the data set a record or moved most.

Continuation · the recent trend, flattening · 1 year

Dashed: the projection from the latest reading. Shaded: the range about two in three outcomes land in. A projection, not a promise.

Federal Reserve, Financial Accounts of the United States (Z.1), table B.101.e: households and nonprofit organizations, end of quarter, market values. Above 1, households own more stock than real estate. Palanor’s calculation.

How much stock U.S. households own for every dollar of real estate, since 1945.

What this chart reads

Sources

U.S. Household Stocks vs Real Estate: Equities Held Directly and Indirectly ÷ Real Estate (Fed Z.1). Source: Palanor calculation (src/lib/us/extras.ts) from Board of Governors of the Federal Reserve System, Financial Accounts of the United States (Z.1), table B.101.e (balance sheet of households and nonprofit organizations, with equity detail), via FRED (Federal Reserve Bank of St. Louis), series BOGZ1LM153064475Q and HNOREMV. Board data are public domain. Computed daily by us-extras-sync.

Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.

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