Well, population is the problem...

Well, population is the problem...

Fertility Declines and Dollar Weakness

There were reports in Bloomberg about the impact of declining fertility rates and the weakening of the U.S. dollar on the economy and financial markets. The title is "Pricing In the Decline in Facility Needs Urgency."

The main content is as follows

a decline in the birth rate

Decreasing fertility rates have emerged as an increasingly important topic in economic and financial research. This is recognized as an important issue not only for American politicians but also for the world.
Fertility rates in rich countries are declining rapidly, which will lead to population decline. For example, fertility rates in the G-7 countries have been falling steadily since 1960
Population decline puts pressure on the public finances and causes additional stress due to rising aging rates. Also, negative effects on GDP growth.
Fertility rates in low-income countries are about three times higher than in rich countries. This could lead to changes in the global order over future generations.
Economic factors, increased housing and childcare costs, and changes in social attitudes were cited as the main reasons for the decline in the fertility rate.
The economic outlook can affect the fertility rate, and higher economic growth rates are likely to increase the fertility rate.
In terms of investment, it is expected that sub-Saharan Africa will be able to attract more capital as it grows. On the other hand, the issue of aging remains a major issue in developed countries.
Rising older populations could increase inflationary pressures, leading to lower demand and higher deflation risks in the long run

the weakening of the U.S. dollar

The weakness of the U.S. dollar has reached levels not to be ignored. The dollar is at its lowest level this year, mainly due to expectations of a rate cut in the U.S.
A weaker dollar is also coupled with a drop in U.S. Treasury yields. Markets are sure of a September rate cut, which will impact a weaker dollar.
Weak Dollar Also Linked To Weak U.S. Economy, This Affects Global Capital Markets
While the dollar's current position remains strong, there is a greater chance of a long-term decline.
Expectations of a rate cut and a weak dollar are driving a carry trade in the form of hedge funds borrowing dollars for investment in emerging markets.
If the U.S. economy continues to weaken and interest rates continue to fall, the dollar is likely to remain weak.
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Population trends in each country are as follows
https://worldpopulationreview.com/countries

South Korea Population Clock
South Korea Population (as of 8/23/2024) 51,711,528
Last UN Estimate (July 1, 2024) 51,717,590
Births per Day 660
Deaths per Day 980
Migrations per Day 208
Net Change per Day -112
Population Change Since Jan. 1 -26,432