Chapter 1695 (2/2)

Under such circumstances, they will fall sharply from the normal aging consumption curve, and speed up the speed and strength of tightening their belts to cope with the cruel economic cold current in the future.

In 2009, it happened to be on the edge of the cliff represented by the population consumption curve. Another step forward is the turning point of ”consumption waterfall”.

When the last generation of ”baby boomers” slipped past the peak age of consumption in 2009 at the age of 47, it was followed by a sharp decline in consumption cycle, which lasted until 2024.

This will be a 14 year cycle of consumption decline. Under the condition of high debt, the U.S. consumer market will fall into a long ice age comparable to the 1930s!

Please note that neither monetary nor fiscal policy will have a significant effect on an aging generation, and that these policies will eventually lead to a return to old age. It is unrealistic to encourage the elderly to borrow money and spend. The shrinking consumption year by year will make the current bright economic recovery lose the fertile credit soil.

What's more, the population cycle in Europe is the same as that in the United States, and the two major economic sectors in Europe and the United States will fall into a long-term consumption ice age at the same time.

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

Hearing this, Andy's brow was already frowned, and he said without any consideration: ”there are two big population countries, China and India, their markets...”

”Bosses, both in China and India, are emerging countries with serious overcapacity whose main export targets are European and American markets. However, China's markets have not been fully liberalized, and their population policies have made them gradually aging, and the red profit of population will gradually disappear in the next ten years. As for India, the poor and the rich are hesitant The gap is too big, the population appears to be a big market, but their consumption capacity remains to be observed. ”Andy didn't feel unhappy because his subordinates interrupted him. On the contrary, after hearing the explanation from the other side, he thought deeply that, after all, before he came here, the Chinese government had already let go of giving birth to children. Listening to his subordinates' explanation, he also had a kind of feeling.

As if to testify these views, alvette, who has been listening attentively, reported to Andy: ”boss, I just got a set of data this morning, and the revised retail data in January also rose by 1.8%.”

Andy raised his eyebrows slightly and nodded his head, which is undoubtedly good news. It is good news that can promote the stock market to continue to rebound. The recovery of retail sales is regarded as a key indicator of economic reversal, because the sales expenditure in the United States accounts for two-thirds of the total economy.

”Has the news been released? That's good news. The retail data makes people feel that there is still an independent force necessary for economic recovery. ”

The U.S. stock market didn't last for a long time. The rise of financial and technology stocks was offset by the decline of energy and medical sectors. Especially, investors' optimism about the banking industry soon subsided. Doubts about the overall market outlook hit the market again in midday, and the main stock indexes even stopped rising and fell.

If you want the stock market to continue to rebound and rise, you really need some good news to support you. Andy doesn't worry about the stock index's rise and fall in the afternoon. After all, he knows that there will be several good news released in the afternoon. However, now he knows that the retail data in January has risen, which can obviously boost the stock market's good news Rest, he will not despise.

Inventory is decreasing, supply and demand are gradually balanced, surviving companies will have a more solid foundation, and unemployment may also be gradually reduced. In this case, even the general public knows that at least there are signs of an economic reversal from these data, even if it may not happen in the next few months.

”It has been released. If the stock market still moves in a narrow range one hour before the closing, it will not be released until the Federal Reserve implements a new policy of more quantitative easing. At least, it will ensure this year's rise and continue the momentum of yesterday's rebound.” Alvert said solemnly.

Andy nodded, and then said to the young elite who had made a statement before: ”Jack Claude, it's done well. It's a wonderful statement. Continue to work hard and continue to study according to your direction. If there is an internal law in the economy, then the role of human resources must follow the trend, be familiar with the law and control the ups and downs, which is very important for investors. ”

”thank you, boss. I will continue to work hard. ” Jack Claude is a little excited to thank the big boss for his recognition and praise.

”Well, in fact, you can go to the TianChao field and have a look. For the big market of TianChao, we can't miss the opportunity brought by their demographic dividend.” Andy nodded contentedly, then suggested.

”All right, boss.” Jack Claude knows that his opportunity is coming. In the brain trust with talents, what he is afraid of is that the boss doesn't notice and can be arranged by the boss, which definitely indicates that there is an opportunity in front of him. How can he not firmly grasp it.

Andy nodded his head to the satisfaction of the other party's attitude, and then he continued to listen to the reports of other people. He wanted the role of the think tank to make these people use their brain holes to summarize the analysis, creativity and views of this group of elites and broaden their thinking. Otherwise, what would they do to support them!