Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

2025-12-10

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As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter more.Topics covered include:Will retiring baby boomers lead to lower stock prices or higher interest ratesSome earlier demographic predictions and how they worked outHow do natural interest rates reflect the demand and supply of capitalWhy demographics are only one factor that determines economic growth and financial market...

Topics covered include:

Will retiring baby boomers lead to lower stock prices or higher interest rates
Some earlier demographic predictions and how they worked out
How do natural interest rates reflect the demand and supply of capital
Why demographics are only one factor that determines economic growth and financial market returns

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Show Notes

Zeihan

Harry Dent

Measuring the Natural Rate of Interest—Federal Reserve Bank of New York