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Very Positive Housing-Related News

Housing-related demographics remain very positive. As detailed in the attached report, net household formations increased by 1.232 million between March 2015 and March 2016, very similar to the prior 12 month’s gain of 1.358 million. This marks the fifth year…

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Brexit

Brexit is a negative demand shock to the global economy, a tremor that reinforces the structural global disinflation trend that we initially highlighted 24 years ago. The attached Global Demographics report reveals that Populist anti-immigration rhetoric was the major reason…

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US Demographics is Upending Traditional Retail

The attached Global Demographics report reveals that the rotation in consumer spending from goods towards services that was discussed in a very recent Wall Street Journal article (http://www.wsj.com/articles/where-we-spending-is-unending-traditional-retail-1471041884) simply reflects changes in the age distribution of the U.S. population. It…

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