US housing markets will never be the same again. That’s the conclusion of a new analysis by the blog for ICB. The picture above of a typical US family from the BabyBoom days tells the story: The number of US babies born between 1946 – 64 increased by 50% versus the previous 18 years 4 million […]
Chemicals and the Economy
“Investors retreat as deflation fears rise”
The blog’s important eBook, ‘Boom, Gloom and the New Normal: How Ageing Western BabyBoomers are Changing Demand Patterns, Again’, was published 3 years ago this month. Co-authored with John Richardson, it identified the major changes taking place in global and national demand patterns: Growth accelerated from the 1980s, as the population became concentrated in the wealth creating 25 – 54 […]
US housing recovery stalls as Boomers head for retirement
“Recent economic reports suggest a bleaker picture for housing…. Some of the weakness reflects the cold weather in much of the country. However, higher home prices and mortgage rates are taking a toll on affordability.” This was the sober report yesterday from the chairman of the authoritative S&P Case-Shiller Home Price Index, adding that “the strongest part […]
Adapting to the ageing baby boomers
The blog’s latest post for the Financial Times FT Data blog is below. February 13, 2014 2:22 pm by FT Two remarkable global demographic developments have occurred since 1950. Yet only recently have their impact on companies and the economy begun to be properly understood. Life expectancy has risen by 50 per cent since 1950 […]
The end of constant economic growth
You can’t turn 55-year-olds back into 30-year-olds. That, in a nutshell, is why today’s globally ageing populations are creating major changes in demand patterns. Household consumption is more than 60% of GDP in all developed countries, and also the key driver for future growth in emerging economies. So the rise of the New Old 55+ […]
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