Search Results for: saving

Demographics – IMF World Gross National Savings as a Percent of GDP Aging populations may well boost savings. This chart is a very good illustration. Image: Bianco Research

Why Demand For Saving Deposits Has Weakened Since The Great Recession? Because risk aversion is declining, like money demand, even if interest rates are rising. This explains in part the rise of the US stock market.

Equity Share of Household Financial Assets Compared to U.S. households, Europeans exhibit lower stock ownership rates, which can be explained by cultural savings attitudes, structural differences in pension systems, and a stronger preference for liquid investments. Image: Goldman Sachs Global Investment Research

Annual Return of Treasuries – T-bills In 2024, U.S. Treasuries have once again underperformed cash, resulting in a challenging year for bond investors. Many investors have found more appealing opportunities in cash savings or other asset classes. Image: Bloomberg

Bond Returns Will accumulated savings during the pandemic push U.S. Treasury yields lower? Image: Financial Times

Demographics and U.S. 10-year Treasury Yield The trend in global savings has turned. The chart suggests that the dis-saving phase is likely to be inflationary. Image: Gavekal, Macrobond

Why We Should Not Be Afraid By China’s Debt? In China, there is a high level of savings and controls on capital outflows. Currently, most of the Chinese savings are lent or invested in China. So, China’s debt reflects the Chinese savings rate. It would be much more worrying if China’s debt led to external debt,…