The unspoken

Report Date: 9th November, 2017

When we wrote Of rabbits, bankers and what matters, 19 October 2017 we spoke of the factors that would set long-term inflation which are not spoken of by central bankers. They were: demographics, globalisation and technology. We examine here each factor in brief.

To read the full report - Login or Subscribe

Author: Independent Strategy
Tags: Demographics

< Back|All Reports|< Previous Next >

Login|How to Subscribe|Browse All Reports|About Independent Strategy

In the Media

Confidence in China isn’t coming back

Confidence in China isn’t coming back

David Roche CNBC Asia Squawkbox 08/11/23

David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand

David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand

David Roche CNBC Asia Street Signs 20/10/23

The US could slip into recession next year because the Fed seem determined to keep rates high for too long

The US could slip into recession next year because the Fed seem determined to keep rates high for too long

David Roche CNBC Asia Street Signs 20/10/23

China in the next decade

China in the next decade

David Roche Bloomberg TV 27/09/23