demographics

By Edward Hugh As Japanese officials continue to toil away in what we all hope will be a successful bid to avert a worst case nuclear meltdown, even while thousands of Japanese remain missing and unaccounted for, financial market…

“If spending an amount equal to half of the world’s second largest GDP to buy up foreign currencies is not currency manipulation, then what is?” -Martin Wolf, Financial Times The perils of Chicago Many moons ago, long before I…

By Claus Vistesen As the proverbial line seems to be running out for Greece, I thought that I would look at a slightly longer, although no less important, issue in the context of Spain; more specifically the trend in net migration. While…

By Edward Harrison Randall Wray wrote a paper on "The Fall of the New Monetary Consensus" which we posted at Credit Writedowns last week. Randy took on the theoretical underpinnings that guided policy makers through the most…

Gallup released a poll today showing where the most jobs are being created in the US. It is in the Midwest. The graphic below demonstrates.   Overall 29% of employees polled by Gallup said their company was hiring while only 19%…

Which economy might then be the second most rapidly ageing economy in the world? Right, you guessed it: Germany! The question which seems to whisper in the wind is just how Germany is going to be able to shoulder all those bailouts when the…

by Claus Vistesen I don't suspect anyone remember part 1 of this series. So if you want to refresh your memory, you can have a look here. In that note, I covered some of the more theoretical issues in the form of how demographics might…

Long term (over 20-30 years) demographics will favor the U.S. over Germany and China in international trade.

I have just been listening to Ben Davies' podcast (see also FT Alphaville here) from Hinde Capital about the funding issues of the Japanese government and the points he makes are important. I have used the metaphor of Japan as a bumblebee…

by Niels Jensen “There are those who don’t know and those who don’t know they don’t know.” -John Kenneth Galbraith On 1st January 2013, a new directive regulating insurance companies which conduct business within the EU will come…