Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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๐Ÿ‡บ๐Ÿ‡ธ#macro #demography #population
USA - fertility falls - 1978 levels

๐Ÿ‘‰ China's population declines for the first time in 60 years
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡จ๐Ÿ‡ณ#demography #macro #population
China posted its slowest population growth since the 1950s, sharply reducing the size of the labor force as the nation ages, and worsening demographic pressures in the economy. The annual average growth population of 0.53% in the past decade - BBG

๐Ÿ‘‰ USA - fertility falls - 1978 levels

โš ๏ธ๐ŸŒŽ#gdp #laborcapacity #forecast
Global economic growth will decline by 0.9 pp over the next 5 years due to an aging population in the US and other advanced economies - Moodyโ€™s
โ—๏ธ๐Ÿ‡จ๐Ÿ‡ณ#china #demography #population #macro
China - The Politburo to hold a meeting on country's aging population - Xinhua

Chinese authorities allow families to have 3 children - Xinhua
๐Ÿ‡จ๐Ÿ‡ณ#china #demography #population #macro
China considers lifting all childbirth restrictions by 2025 - WSJ
โš ๏ธ๐Ÿ‡จ๐Ÿ‡ณ#population #china #demography
Chinaโ€™s Population May Already Be Falling as Births Slow Further - BBG
โ€”โ€”โ€”โ€”โ€”-
previously: China posted its slowest population growth since the 1950s
๐ŸŒŽ#demography #world #GNW
World - Country - % of total population 65+

#population #watchlist
โš ๏ธ๐Ÿ‡จ๐Ÿ‡ณ#demography #china #population
BBG: China - birth rate dropped, marriages become less popular since 2013.
โ—๏ธ๐ŸŒ#economy #china #population #debt #bubble #data #protectionism
8 economic trends 2022 by Ruchir Sharma:

โ— Declining birth rates have been lowering global economic growth.

โ— China may have peaked as an engine of growth.

โ— Debt trap: the debt-soaked global economy is so sensitive to rate increases that any significant rise is just not sustainable.

โ— Productivity paradox: people working from home are putting in longer hours to generate the same level of output.

โ— Data localization: authorities are blocking data from crossing borders.

โ— Higher inflation โ€” but possibly not to the double-digit levels of the 1970s. Government spending should ease in 2022 and technological changes will continue to put a lid on prices.

โ— โ€˜Bubbletsโ€™ deflate: financial markets have grown to 4X the size of the global economy, and when markets crater, deflation often follows.

โ— Physical matters: digital natives need physical shelter too. Future tech does not make physical resources obsolete.
๐Ÿ’ฅ๐Ÿ‡ฎ๐Ÿ‡ณ๐Ÿ‡จ๐Ÿ‡ณ#population #india
India has become the most populous country (1.4B people) in the world, surpassing China.
๐Ÿ‡บ๐Ÿ‡ธ#realestate #us #opinion
Toll Brothers CEO: long-term prospects for the housing market remain positive:

- "demographic and migration positive trends in US #population

- there remains a substantial shortage of homes in America #shortage

#TOL #watchlist
๐Ÿ‡ฎ๐Ÿ‡ณ๐Ÿ‡จ๐Ÿ‡ณ#population #india #china #forecast
Economist: India will overtake China in population numbers in 2024
๐Ÿ‡จ๐Ÿ‡ณ#population #china #economy
Chinaโ€™s population drops for the first time since the early 1960s - fell by 850,000 people in 2022
โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”
India will overtake China in population - details
๐Ÿ‡ฎ๐Ÿ‡ณ๐Ÿ‡จ๐Ÿ‡ณ#population #india #macro
India elbows China to become world's most-populous nation (1.417B people ) โ€” World Population Review
โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”-
Chinaโ€™s population drops for the first time since the early 1960s

The UN predicts that the population gap between India and China will exceed 300M by 2050 - details
โš ๏ธ#japan #population #economy
Japan's population keeps shrinking
๐Ÿ‡ช๐Ÿ‡บ#europe #population #macro #forecast
EU's population projected to drop by 6% by 2100 โ€” Eurostat
โš ๏ธ๐Ÿ‡จ๐Ÿ‡ณ#realestate #population
๐Ÿ‡บ๐Ÿ‡ธ#population #us #history
John Burns Research: US has experienced its largest one-year population growth ever, primarily attributed to illegal immigration