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Demographics

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Online First Review of Economic Studies Online 16 Sep 2026
Demographics, Wealth, and Global Imbalances in the Twenty-First Century

Adrien Auclert · Hannes Malmberg · Frédéric Martenet · Matthew Rognlie

A popular argument — the "asset market meltdown" of the 1990s, revived as the "great demographic reversal" — holds that once the old start running down their savings, aging will push interest rates …

Published Journal of Money, Credit and Banking Online 26 Nov 2025 Published Dec 2025
The Effects of an Aging Population on the Structure of Bank Assets and Liabilities

Panagiotis Avramidis · George G. Pennacchi

Using 2001-2022 annual data on U.S. commercial and savings banks matched with county-level demographic data, this paper shows that banks operating in areas with older populations—measured by the …