觀點老齡化

No early retirement for demographic-driven inflation risk
人口驅動的通膨風險未得到重視

The potential for greater structural shift in price growth from shrinking workforces is rising
派特森:勞動力減少意味著生產將難以跟上消費,這是一個額外的通膨動力。各國政府迄今對此應對不足。

The writer is a former chief investment strategist at Bridgewater AssociatesWhile moderating inflation and more benign interest-rate expectations have helped boost markets this year, there is a more structural risk that remains under-appreciated: demographic decline.

本文作者是橋水基金(Bridgewater Associates)前首席投資策略師

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