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Demographics
Firm
Author
Type
Global Macroeconomics
December 2025
An Update to the Demographic Outlook, 2025 to 2055
Congressional Budget Office
Research
15 Pages
CBO projects that the U.S. population will increase from 350 million people in 2025 to 367 million people in 2055.
Global Macroeconomics
May 2025
The Path to 2075 – The Positive Story of Global Aging
Goldman Sachs
Jan Hatzius
Research
21 Pages
Goldman Sachs reframes global aging as an opportunity rather than a crisis, noting that longevity gains and healthier aging are extending effective working lives.
Global Macroeconomics
May 2025
The Path to 2075 — The Positive Story of Global Aging
Goldman Sachs
Jan Hatzius
Research
21 Pages
Goldman Sachs’ Global Economics Analyst report, The Path to 2075 — The Positive Story of Global Aging, challenges the conventional view of aging populations as an economic burden.
Global Macroeconomics
March 2025
Rising Toxicity and the Threat to Capitalism and Life Itself
GMO
Jeremy Grantham
Research
19 Pages
Jeremy Grantham warns that the unchecked spread of synthetic industrial chemicals—particularly endocrine disruptors—is a growing yet underrecognized risk to human health, biodiversity, and the future viability of modern economic systems.
Global Macroeconomics
February 2025
AI, demographics, and the U.S. economy
Vanguard
Joe Davis
Research
33 Pages
Vanguard examines the push and pull between artificial intelligence and demographic-driven deficits, exploring their impact on U.S. economic growth in the decade ahead.
Global Macroeconomics
January 2025
Dependency and depopulation: Confronting the consequences of a new demographic reality
McKinsey & Company
Research
82 Pages
McKinsey explores the implications of a new demographic reality brought on by falling fertility and increasing longevity.
Global Macroeconomics
January 2025
Dependency and depopulation? Confronting the consequences of a new demographic reality
McKinsey & Company
Research
82 Pages
McKinsey Global Institute’s report highlights the profound demographic shifts reshaping the world.
Markets
December 2024
10 for 10: Themes for the Next Decade
Man Group
Henry Neville
Research
9 Pages
Man Group presents ten secular investment themes expected to shape markets over the coming decade, grounded in geopolitical shifts, structural economic changes, and technological disruption.
Global Macroeconomics
April 2024
Exploring the Implications of Sub-Saharan Africa’s Demographic Explosion
Bridgewater
Devon Long, Will Barnes, Eka Zhao
Research
9 Pages
This paper explores how sub-Saharan Africa’s rapidly expanding working-age population may shape the global economy over coming decades.
Global Macroeconomics
October 2022
Aging, Deflation, and Secular Stagnation
Federal Reserve Bank
Anton Braun
Research
9 Pages
The Atlanta Fed’s Policy Hub digs into the effects of rapid population aging on inflation, real interest rates, and GDP growth, which may be causing deflationary pressures and secular stagnation.