Don’t you think that the population ageing, which is inversely correlated with the political feasibility of relying on immigration to compensate for it, will lead to sustainably low levels of unemployment in OECD countries for the foreseeable future and hence structurally higher levels of inflation and/or FED tightening?
Don’t you think that the population ageing, which is inversely correlated with the political feasibility of relying on immigration to compensate for it, will lead to sustainably low levels of unemployment in OECD countries for the foreseeable future and hence structurally higher levels of inflation and/or FED tightening?
nice coverage as always, thank you, have a good weekend!
What’s your portfolio going into 2023 ?