South Korea’s ‘Super-Aging’ Challenge

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectations are raising the bar for rate cuts by the Fed, and markets’ response to the new scenario.Read more insights from Morgan Stanley. ...  Show more

Our Head of Public Policy Research Ariana Salvatore breaks down what’s being discussed by policymakers around the world to try to cap the oil price spike. Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Ariana Salvatore, Head of ...  Show more

The country is facing a labour shortage following decades of low birth rate and depopulation.By the year 2032, it’s estimated South Korea will need more than 890,000 additional workers to maintain the country’s long term economic growth goal of 2%.But with 95% of the country’s po ...  Show more

South Korea has grappled with an unprecedented decline in birth rate over the past nine years.However the latest figures show a slight rise in the number of babies born. Although the number remains low, the news is being welcomed with cautious optimism. The increase follows years ...  Show more

A shortage of workers is leading some retailers to forgo hiring altogether. The number of unmanned, or staff-less stores in South Korea has grown rapidly in recent years - from ice cream shops to bustling cafes and bars.We explore how these unmanned stores operate and if they can ...  Show more

What we can monitor and do now in preparation for a 2030s depression, which may or may not arrive.

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