Home » Posts tagged 'demographics'
Tag Archives: demographics
Getting vacancies wrong
Getting vacancies wrong Like everything else that was shut down in 2020 and 2021, Britain’s job market was broken. As businesses attempted to reopen, they were faced with a massive labour shortage. Lorry drivers, for example, had all but disappeared. Skilled construction workers were also in short supply. But the biggest shortages were in traditionally […]
The Coming Retirement Crisis Will Affect Everyone
The Coming Retirement Crisis Will Affect Everyone We are on the cusp of a retirement crisis that will affect everyone. Far too many promises have been made and the demographics we face do not bode well for a bright future. The answer that some people tout is we should have more children or open the […]
Minsky Melt-up Explained?!?
Minsky Melt-up Explained?!? America (and the world at large) are in the midst of an entirely predictable demographically driven crisis, between an economic/financial system requiring infinite growth and a very finite human/physical world (detailed HERE, or HERE). This mismatch will only become more acute for decades to come. As the growth of demand is decelerating, central banks […]
Global Demographic Fact Vs. Central Bank Sorcery
Global Demographic Fact Vs. Central Bank Sorcery Summary The annual growth of the working-age population is the organic baseline for growth in national, regional, and global consumption. However, since World War II, interest rate policy has moved inversely of annual working-age population growth, to incent ever more debt as working-age population growth has decelerated to […]
Adapting to a Fast-Forward World
Adapting to a Fast-Forward World The world is going through a period of accelerating change, as four secular developments illustrate. Firms and governments must make timely adjustments, not only to their business models and operational approaches, but also to both their tactical and strategic mindsets. LONDON – Firms and governments must increasingly internalize the possibility […]
Putting Federal Debt In Perspective Against those Responsible In The Future
Putting Federal Debt In Perspective Against those Responsible In The Future Since 2007, US federal debt has risen 150% while annual US births (legal and otherwise) have fallen almost 14%. Said otherwise, over the dozen years since 2007, federal debt has increased by $13.8 trillion while 5.2 million fewer births have occurred over the same […]
The New Trail of Tears
The New Trail of Tears How climate change is forcing the relocation of species, including our own In 1830 Congress passed the Indian Removal Act, designed to appropriate to the United States lands occupied by aboriginal Americans. The Supreme Court ruled it unconstitutional, but the army under Commander in Chief Andrew Jackson acted anyway. Now […]
Soaring Debt Vs. Shrinking Populations Of Young To Repay Or Service That Debt
Soaring Debt Vs. Shrinking Populations Of Young To Repay Or Service That Debt Summary Global debt is currently at $246.5 trillion and primarily in the Wealthier, Consumer Nations of the world. The population of young in Consumer Nations has fallen 12% or over 100 million Since Peaking in 1975. Debt on a per capita basis […]
Slowing Growth the Problem, Asset Appreciation the Solution?
Slowing Growth the Problem, Asset Appreciation the Solution? The Problem:The Fed and major central banks believe they are fighting a deflationary spiral battling ongoing misses to their inflation targets. But in truth their misguided policies are contributing to a depopulation spiral. They are forcing low interest rates that only exacerbate overcapacity for a consumer base among whom growth is fast decelerating. The cheap money is […]
Slowing Growth the Problem, Asset Appreciation the Solution?
Slowing Growth the Problem, Asset Appreciation the Solution? The Problem:The Fed and major central banks believe they are fighting a deflationary spiral battling ongoing misses to their inflation targets. But in truth their misguided policies are contributing to a depopulation spiral. They are forcing low interest rates that only exacerbate overcapacity for a consumer base among whom growth is fast decelerating. The cheap money is […]
Debt & the Point of No Return
Debt & the Point of No Return QUESTION: Mr. Armstrong; First I want to thank you for coming to Europe this year. It has been some time since your Berlin Conference. My question is simple. How can the ECB tell countries to reduce their debt when as you say nobody ever pays off the debt? Is […]
Census Bureau, Treasury, EIA Detail American Insolvency
Census Bureau, Treasury, EIA Detail American Insolvency Since 2007, US births and net immigration have consistently and unexpectedly fallen sharply. Over the same span, US federal debt and unfunded liabilities have soared while federal tax receipts, as a percentage of the federal debt and unfunded liabilities, continue declining. Total US energy consumption also peaked in ’07 and continues […]
End of Growth Among “Haves” Dooms Growth Among “Haves” & “Have Nots” Alike
End of Growth Among “Haves” Dooms Growth Among “Haves” & “Have Nots” Alike The global economic system is premised on growth, not just any growth, but growth where it matters (economically). However, population growth (the foundation of economic growth) among the high and upper middle income nations of the world is rapidly winding down. As I have outlined […]
Global Economy On Precipice of Secular Decline…Detailed via Shifting Population, Demographics, Income, and Consumption
Global Economy On Precipice of Secular Decline…Detailed via Shifting Population, Demographics, Income, and Consumption Many look at global population growth as a given to greater consumption…and looking at the chart below of total global population set to hit 7.8 billion by 2020, one might be forgiven for this viewpoint. However, the reality, when one looks […]
America The Insolvent
Satansgoalie America The Insolvent A reckoning is due. One the elites are already readying for. Watching the world these days, I’m experiencing the same fury that rises up from my gut when the driver in the car ahead me is weaving drunkenly, endangering everyone on the road. Fury is a normal and rational human response […]
