Demographics – Older Societies Have Lower Inflation
Demographics – Older Societies Have Lower Inflation This interesting chart shows again that an aging population leads to lower inflation (R² = 0.45). Image: Oxford Economics
Demographics – Older Societies Have Lower Inflation This interesting chart shows again that an aging population leads to lower inflation (R² = 0.45). Image: 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.” Image: 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). Image: 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. Image: 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). Image: 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. Image: Richardson Wealth
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.
Prescient Economist & Fed Expert Paul McCulley on No Recession Ahead & Fed’s Tightening Done Paul Allen McCulley is an American economist, strategist and former managing director at PIMCO. He speaks with Consuelo Mack on WealthTrack about the Fed, credit bubbles, and why he does not expect a recession soon.
Thomas Russo: “Global Value Investing” | Talks at Google Investor guru Thomas Russo is the Managing Member of Gardner Russo & Gardner LLC. This talk is about global value investing and companies who have the capacity to suffer and to reinvest. https://www.youtube.com/watch?v=skrSif0vhOk