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Richard Duncan

Recent Posts by Richard Duncan

Liquidity Tsunami May Drive Asset Prices Much Higher

A Tidal Wave of Liquidity may soon be injected into the Financial System.  If it is, asset prices could rocket higher. The Treasury Department estimates that

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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

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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

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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

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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

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