“…Boss, the above shows that 2009 will be a year of turning the world economy. From the chart, we can see the amazingly high consistency between the Dow Jones stock index and the population consumption age curve.

The reason is obvious. The stock market reflects the performance expectations of listed companies, and the company's performance depends on product sales. Sales naturally come from people's consumption. Consumption drives more than 70% of GDP in the United States.

Consumers need consumers, and consumers who are young and strong…”

Andy leaned against his boss's chair with his arms wrapped around his arms and listened with interest to a young elite in the think tank opposite the computer monitor to explain his population and economy.

Judging from the current basic economic trend, the panic of the financial crisis seems to have temporarily subsided, and the light of hope for economic recovery seems to be right in front of you.

However, the true knowledgeable people know that what they need to pay attention to is not what happened to the financial tsunami, but what will happen to the world after the financial tsunami.

The view that the world will enter a consumer ice age put forward by think tank members allows Andy to look at the future world economy and formulate strategies from a completely new perspective.

"Boss, please see, from the picture, we can see that the last turning point of the peak period of birth of "baby háo" was in 1962..."

The young think tank member stood in front of the projector, clicked a picture with a laser pen, and continued to say calmly: "Considering that the United States is a huge immigrant country, this population curve has been adjusted by the immigrant population.

Please note that this number in 1962.

From 1946 to 1964, the number of people born in the United States in the past 18 years reached 77 million, accounting for one-quarter of the United States' population, and this group of people is precisely the backbone of today's American society.

With the growth of these "baby" generations, the US economy has entered a dazzling period of prosperity...

Created the largest stock market gains in history, housing prices, and demand for international aviation, personal computers, computer networks and sports and leisure tools.

According to statistics from the U.S. Department of Labor, the peak of American consumption in their lives is at the age of 47. At this time, their life is in their prime, their youth is strong and their income is at its peak.

Once after 47 years old, people begin to consider retirement and retirement, and their bodies become increasingly aging, and they have to prepare for medical treatment and medication. From this point on, people's expectations for future income decline, consumption begins to gradually decline, and their lives are becoming more and more frugal.

As we grow older, various yws also begin to decline in the same time.

Let’s look back at the children born in 1962 who were downwardly inflected by the “baby háo”…”

As the laser pen was clicked on another chart, everyone in the conference room and Andy, who was far away in San Francisco, all their expressions became a little serious.

"After 47 years of luxury, this group of people came to a turning point in their lives, in 2009.

The world suddenly became dim, economic prosperity suddenly disappeared, financial tsunamis storm, and unemployment craziness swept over.

At this time, they suddenly found that they had lost nearly half of their pensions in the stock market, and their bank account deposits have always been "thin as thin as a cicada's wings" due to their years of hard work. At the same time, their indulgent living habits and wanton advance consumption have made them already heavily in debt.

Under such circumstances, they will suddenly slide from the consumption curve of normal aging, speeding up the speed and intensity of tightening the belt of their pants to cope with the cruel economic cold wave in the future.

In 2009, it was just around the edge of the cliff represented by the population consumption curve, and one step further was the turning point of the "consumption waterfall".

When the last batch of "baby háo" generations slipped past the peak consumption age of 47 in 2009, the next step is a sharp decline in consumption cycle, which lasts until 2024.

This will be a 14-year decline in consumption cycle. Under high debt, the US consumer market will fall into a long ice age comparable to the 1930s!

Please note that neither monetary policy nor fiscal policy will have an obvious effect on aging generation, and these policies will not make people rejuvenate after all. It is not realistic to encourage the elderly to borrow money to consume boldly. The yearly shrinkage of consumption will cause the current bright economic recovery to lose its fertile credit soil.

What’s more serious is that Europe’s population cycle is consistent with that of the United States, and the two major economic sectors of Europe and the United States will also fall into a long-term consumption ice age.

This will be a huge change in the economic and ecological environment for all emerging countries with severe overcapacity with the European and American markets as the main export targets. Countries that cannot adapt to this catastrophic change will be eliminated, and the road ahead will be extremely difficult."

Hearing this, Andy's brows had already frowned and said without considering it: "There are two large-scale countries, namely the Celestial Empire and India, their market..."

"Boss, whether it is the Celestial Empire or India, they are emerging countries with severe overcapacity in the production capacity of European and American markets as the main export targets. The Celestial Empire's market has not been fully relaxed, and their population policies have made them gradually aging, and the population dividend will gradually disappear in the next ten years. As for India, it is too big for their society to have a large gap between the rich and the poor, and the large population makes the market look big, but their consumption capacity remains to be seen."

Andy was not unhappy because his subordinates interrupted him. Instead, he deeply agreed after hearing the other party's explanation. After all, before he came here, the Celestial Empire had already let go of giving birth. He also felt a sudden feeling after listening to his subordinates' explanation.

It seems to be to testify these views, Alvetre, who has been listening quietly, reported to Andy: "Boss, I just obtained a set of data this morning and showed that the revised retail data in January also rose by 1.8%.

Andy raised his eyebrows slightly and nodded. This is undoubtedly good news, a good news that can drive the stock market to continue to rebound. The recovery of retail sales is seen as a key indicator of economic reversal, because sales spending accounts for two-thirds of the overall economy in the United States.

"Has this news been released? This is good news. Retail data is a kind of force necessary to promote economic recovery at this time."

The sharp rise in the U.S. stock market opening did not last long, and the rise in financial and technology stocks was offset by the decline in the energy and medical sectors. In particular, investors' optimism about the banking industry quickly faded, and doubts surrounding the overall market prospects suppressed the market again in the afternoon, and major stock indexes even stopped rising and turned to falling.

If the stock market wants to continue to rebound and rise, it is indeed necessary to support it. Andy has no worries about the stock index stops rising and turns falling after midday. After all, he knows that there will be several positive news to be released one after another in the afternoon. However, now he knows that the retail data in January has risen, so he will naturally not underestimate this kind of positive news that can obviously boost the stock market.

Inventory is decreasing, supply and demand are gradually balanced, surviving companies will have a stronger foundation, and unemployment may gradually decrease. In this case, even ordinary people understand that from these data, we can at least see the dawn of an economic reversal, even if this reversal may not happen in the next few months.

"It has been released. If the stock market is still moving in a narrow range one hour before the closing, the Fed will only be released before it can implement a new quantitative easing policy. At least it must ensure that it will rise this year and continue the momentum of yesterday's rebound." Alvetre said with a serious expression.

Andy nodded, and then said to the young elite who had explained before: "Jack Crowder, you did a good job and made a wonderful explanation. Keep working hard and continue to study in your direction. If there are indeed internal laws in the economy, then the role of manpower must follow the trend, be familiar with the laws and control the ups and downs, which is very important for investors."

"Thank you, boss. I will continue to work hard." Jack Crowder was a little excited and thanked the big boss for his recognition and praise.

"Well, you can actually go to Tianchao to take a look. For the Tianchao market, we cannot miss the opportunities brought by their demographic dividend." Andy nodded with satisfaction and then suggested.

"Okay, boss." Jack Crowder knew that his opportunity had come. In the think tank with a large number of talents, he was afraid that the boss would not notice it. Being able to arrange a job by the boss would definitely indicate that there was an opportunity in front of him. How could he not seize it firmly?

Andy nodded with the other party's attitude and continued to listen to other people's reports. He wanted the role of the think tank to let these people use their brains and summarize the analysis, creativity and opinions of these elites by themselves, and broaden their ideas. Otherwise, why should they be raised?
Chapter completed!