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
World Population by Region Projected to 2100 World population is expected to increase to 10.9 billion by 2100 and 83% of the world population will live in Asia and Africa. Picture source: Our World in Data
U.S. Population Growth vs. U.S. 10-Year Treasury Bond Yield U.S. demographics explain the 10-year Treasury bond yield, due to low inflation. The U.S. 10-year bond yield reflects inflation and growth expectations, and working age population growth contributes to inflation and GDP growth. You may also like “Demographics Explain Sovereign 30-Year Yields Accross Emerging Markets.” Picture source:…
World Population in 2018 Interesting world map: the country’s size represents the size of the population. You may also like “World Population & Demographics – More People Over 65 than Under 5 for the First Time.” Picture source: Our World in Data Click the Picture to Enlarge
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
Demographics – Forecasting U.S. GDP This chart suggests that aging population is weighing down growth. Picture source: Arbor Research & Trading LLC
Demographics – Old Age Dependency Ratio The world’s population is ageing and demographics explain low interest rates. 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
Cash Use vs. Internet Penetration Around the World Interesting correlation between the use of cash and the internet users as percentage of the population. Picture source: The Economist
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
