Join our Hedgeye Demography analyst Neil Howe on a monthly research odyssey, as we dive into the latest news that loomed largest on his radar screen the past month. Below is a collection of complimentary research posts from Demography Unplugged. Click here to learn more and subscribe. |
Welcome!
Last month, we examined the war in Ukraine, housing’s effect on CPI, and the current state of redistricting.
Here are my top insights from March 2022.
Top Video
Ukraine and the Fourth Turning (3/15)
In a wide-ranging conversation with Michael Blum, Hedgeye’s Co-Founder and President, we discussed all things Ukraine. We covered the ramifications for the US, Europe, geopolitics, and the global economy.
TOP NEWSWIRES
Why Housing Inflation Will Boost the CPI into 2023 (3/21)
According to Larry Summers, measured housing inflation will speed up in 2022 and through most of 2023. By late fall of this year, past housing inflation will cause the CPI to rise by one full percentage point over what it would be otherwise.
How the Congressional Map Is (and Is Not) Becoming Fairer (3/28)
Surprisingly, this year’s congressional map is poised to be more evenly balanced in its overall gerrymander bias. This is largely due to more aggressive redistricting by Democrats, who have been catching up, in their states, to what Republicans have already done in theirs.
Life Insurers See Jump in Non-Covid-19 Deaths (3/14)
Life insurers are seeing a rise in non-Covid-19 deaths. In Q3 2021, major insurers saw the number of death-benefit claims not related to Covid-19 increase by 19% compared to pre-pandemic levels.
Do People Even Want the Metaverse? (3/10)
Fully 52% of American adults worry that the metaverse will lead them to neglect reality. In a new survey, most respondents showed a clear preference for technology that is at least somewhat connected to the real world.
Top Chart
Thailand Introduces New Baby-Boost Policies (3/24)
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Stay curious,
Neil Howe
Managing Director, Demography
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ABOUT NEIL HOWE
Neil Howe is a renowned authority on generations and social change in America. An acclaimed bestselling author and speaker, he is the nation's leading thinker on today's generations—who they are, what motivates them, and how they will shape America's future.
A historian, economist, and demographer, Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He is a senior associate to the Center for Strategic and International Studies (CSIS) in Washington, D.C., where he helps direct the CSIS Global Aging Initiative.
Howe has written over a dozen books on generations, demographic change, and fiscal policy, many of them with William Strauss. Howe and Strauss' first book, Generations is a history of America told as a sequence of generational biographies. Vice President Al Gore called it "the most stimulating book on American history that I have ever read" and sent a copy to every member of Congress. Newt Gingrich called it "an intellectual tour de force." Of their book, The Fourth Turning, The Boston Globe wrote, "If Howe and Strauss are right, they will take their place among the great American prophets."
Howe and Strauss originally coined the term "Millennial Generation" in 1991, and wrote the pioneering book on this generation, Millennials Rising. His work has been featured frequently in the media, including USA Today, CNN, the New York Times, and CBS' 60 Minutes.
Previously, with Peter G. Peterson, Howe co-authored On Borrowed Time, a pioneering call for budgetary reform and The Graying of the Great Powers with Richard Jackson.
Howe received his B.A. at U.C. Berkeley and later earned graduate degrees in economics and history from Yale University.