Coronavirus – Baseline Expected Vaccination Timeline Goldman Sachs expects that more than half of the population in all major DMs will be vaccinated by the end of Q2 2021. Image: Goldman Sachs Global Investment Research
Inequality – Net Saving by Wealth Class in the U.S. This chart shows that the savings rate for the bottom 90% of the U.S. population is negative since the 1990s. Image: Deutsche Bank Global Research
Inequality – Monthly Income After Tax Minus Average Monthly Expenditures Greatest economy ever? Despite increasing wage growth and a low unemployment rate, half of the U.S. population spends more than their income. Image: Deutsche Bank Global Research
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
Demographics – Forecasting U.S. GDP This chart suggests that aging population is weighing down growth. Image: Arbor Research & Trading LLC
Demographics – Old Age Dependency Ratio The world’s population is ageing and demographics explain low interest rates. Image: 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). Image: 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. Image: 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.” Image: Fidelity Investments
U.S. Labor Force vs. Inflation The chart shows the enduring link between labor force and inflation. The chart also suggests that U.S. labor force leads U.S. CPI by three years. Demographic trends imply subdued inflation. You may also like “World Population & Demographics – More People Over 65 than Under 5 for the First Time.”…