Demographics – U.S. Population Aging and Pension Demand for Bonds This chart suggests that U.S. pension demand for bonds is going to increase, as the proportion of 65+ rises. Picture source: Oxford Economics, Macrobond
Demographics – Forecasting U.S. GDP This chart suggests that aging population is weighing down growth. Picture source: Arbor Research & Trading LLC
Demographics – Older Societies Have Lower Inflation This interesting chart shows again that an aging population leads to lower inflation (R² = 0.45). Picture source: Oxford Economics
Valuation and Demographics Our world is aging with high levels of debt and low interest rates, maybe for a long time. The chart shows that an aging population affects yields. You may also like “Debt and Demographics.” Picture source: Fidelity Investments
U.S. Bond Market Hedged and Unhedged Investors are frantically searching for yield, knowing that 25% of all bonds in the world trade at negative interest rates. Our world is aging with high levels of debt and low interest rates (maybe for a long time). Picture source: Fidelity Investments
World Population & Demographics – More People Over 65 than Under 5 for the First Time This chart suggests that declining fertility rates lead to an aging population and secular stagnation. Picture source: Deutsche Bank Global Research
Debt and Demographics Our world is aging with high levels of debt and low interest rates (maybe for a long time). Picture source: Fidelity Investments
Second-half Recovery in Growth? Better economic data could extend the business cycle. Currently, G7 & BRIC leading indicators remain encouraging and suggest no imminent recession. Picture source: Richardson GMP
Markets aren’t as bullish as people believe: Expert Thomas Lee, former J.P. Morgan chief U.S. equity strategist, is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He speaks about the current economic cycle and his view of the US stock market. https://www.youtube.com/watch?v=0S2tdAPaEDk
Inverted yield curve doesn’t guarantee recession: Market strategist Tony Dwyer is Senior Managing Director, Macroeconomist and Chief Market Strategist at Canaccord Genuity. With CNBC’s Mike Santoli, he discusses the current stock market and what he thinks about the yield curve inversion.
