Talking Data Episode #179: Ian’s Legacy

There are numerous secondary and tertiary feedback loops from a Hurricane as devastating as Ian. Construction wages are likely to rise with rents likely to be elevated for the foreseeable future. Insurance claims will cause issues not only for the immediate need to cover losses, but well into the future as the insurance companies reevaluate the risks and therefore premiums associated with flooding risks in Florida. Much like Harvey, Ian will leave its mark for years to come.


Talking Data Episode #177: In the Long-Run…

Aging societies and declining / slowing populations means fewer workers (see the current issues with filling job openings) which means wages might face prolonged pressures. China’s population decline means less deflation will be exported from offshoring there. Demographics have taken a backseat in recent years, but the narratives around these topics will garner steam in the years ahead.