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Will Bond Yields Spike and Crush The Markets?

A rout in the bond market last week sent government bond yields sharply higher and the price of a broad range of speculative assets painfully lower.  For instance, Tesla lost nearly 12%.  Even the price of Gold fell as low as $1,715 an ounce on Friday. If bond yields continue shooting up this week, the stock market…
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Inflation Won’t Force The Fed To Tighten in 2021

Monetary Policy in the United States is extraordinarily loose.  The Federal Funds Rate is very close to 0% and the Fed is creating $120 billion a month through Quantitative Easing.  This extremely loose Monetary Policy is very supportive for asset prices, which are moving up across the board. Moreover, the US economic outlook for 2021 appears bright.  With…
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What’s Driving Tech Stocks: Liquidity, Fundamentals or Both?

Two years ago, Macro Watch made a three-part series on the six largest US Tech Giants, ranked by the size of their spending on Research and Development: Amazon, Alphabet, Intel, Microsoft, Apple and Facebook. Those videos were called “The Tech Giants: Parts One and Two”, and “Alphabet’s Other Bets”.  They focused on those companies’ businesses and products.  …
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Stimulus, Inflation, Stocks and Gold: What’s Ahead?

A $900 billion stimulus bill was passed by Congress in December.  President-elect Biden has just proposed a new $1.9 trillion Covid relief package.  Moreover, with the Democrats soon to be in charge of Congress, much more government investment in infrastructure and R&D is expected for this year and next. Will so much additional government spending cause significantly…
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