@HCuser3
fwiw - i was interested by a video I watched about 2 months ago - sorry cant point to source.
anyway - the thrust was that US should get a demographic boost from about 2023-4 as boomers rolling off gets outweighed by millenials and whatever the next cohort is moving into early/primary wage growth phases of their lives.
thats a bit of counter narrative I havent heard before that is worth keeping in the back of mind re US real gdp growth, yield expectations etc
Ive seen Alhambra previously allude to something like that with a 'best dirty shirt' analysis for how longer term US bond demand should track from 2024-5
not actionable yet - but something to watch for because that could mean an inflection next year assuming market is in a position to look at out years
@HCuser3fwiw - i was interested by a video I watched about 2...
-
- There are more pages in this discussion • 562 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
