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   Investment Thoughts - Chart Gallery

Global Demographic Trends Shape Policy Environment
"Demographics are key determinants of what is economically feasible at both the global and national levels. Demographics also have important implications for monetary policy. Slower population and labor force growth in the coming decades will have a depressing effect on real interest rates."

 

 

Global Real Interest Rates Rise with Labor Force Growth

 

 

 

 

Link to the original pdf paper

 

 

Economic Letter, Federal Reserve Bank of Dallas, July 2016-Mark A. Wynne

28.03.2017


 

Themes

 

Asia

Bonds

Bubbles and Crashes

Business Cycles
Central Banks

China

Commodities
Contrarian

Corporates

Creative Destruction
Credit Crunch

Currencies

Current Account

Deflation
Depression 

Equity
Europe
Financial Crisis
Fiscal Policy

Germany

Gloom and Doom
Gold

Government Debt

Historical Patterns

Household Debt
Inflation

Interest Rates

Japan

Market Timing

Misperceptions

Monetary Policy
Oil
Panics
Permabears
PIIGS
Predictions

Productivity
Real Estate

Seasonality

Sovereign Bonds
Systemic Risk

Switzerland

Tail Risk

Technology

Tipping Point
Trade Balance

U.S.A.
Uncertainty

Valuations

Yield