QE can’t make baby boomers spend more

The Fed cannot create inflation as long as the postwar generation is paying off mortgages and emerging markets are struggling under huge external debts, says CLSA’s Russell Napier.
Russell Napier, CLSA
Russell Napier, CLSA

There is a school of thought that reckons demographics have a much bigger influence on markets than most people realise — and that looking at the world in this way can lead to some useful insights for investors.

¬ Haymarket Media Limited. All rights reserved.

Sign In to Your Account Access Exclusive FinanceAsia Content!

Please sign in to your subscription to unlock full access to our premium FA resources.

Free Registration & 7-Day Trial
Register now to enjoy a 7-day free trial - no registration fees required. Click the link to get started.

Note: This free trial is a one-time offer.

Questions?
If you have any enquiries or would like a quote for a team or company licence, please contact us at [email protected]. Our subscription team will be happy to assist you.

Share our publication on social media
Share our publication on social media