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The US Census Bureau's 'An Aging World: 2025' puts the US 65-and-over share at 18.9% in 2025, rising to 23.4% by 2060, yet its aging rank among 227 countries and territories drops from 48th to 110th because peers age faster. That relative gap is a slow-burn allocation signal: comparatively better US labor-force and consumption demographics support long-run demand for dollar assets and a structurally higher term premium, while faster-aging economies face weaker potential growth, thinner domestic demand, and heavier fiscal transfer burdens. For Korea, projected to be the most aged by 2060, the transmission runs through shrinking working-age population, pension and insurer duration demand for long-dated bonds, and persistent pressure on domestic-demand equities and the won; near-term confirmation depends on birth-rate and immigration policy data rather than this projection alone.
As a Macro signal, watch whether it changes price action, volatility, or flows around KOSPI, KRW=X.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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