Macroeconomic Malaise and Its Implications

The entrenched macroeconomic malaise refers to the disconnect between financial markets and the real economy. Despite the U.S. stock market reaching all-time highs and inflation falling slightly, there is a prevailing lack of organic growth due to a stagnating working-age population. This malaise manifests in political unrest, as seen with the rise of Trumpism, which is attributed to an underlying dissatisfaction with capitalism's inability to deliver consistent growth and social mobility. The decline in organic growth, compounded by demographic changes in Western economies, is contributing to significant political and economic changes across the globe.