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Richard Duncan

Recent Posts by Richard Duncan

When Stocks Fall, Expect A Recession

As a rule, Credit Growth drives Economic Growth. But that is not the case now. Credit growth is very weak, but the economy grew by

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Japan’s Extraordinary Experiment

The Bank of Japan is creating money and buying up Japanese Government Debt on an unprecedented scale. Thus far, the BOJ has bought up 40%

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China vs. The US: Whose Century Will It Be?

Last year, Macro Watch published a five-video series on China’s economy.  It explained that China’s export-led, investment-driven and debt-fueled economic growth model is in crisis

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China’s Credit Tsunami May Capsize The World

The IMF expects China’s Total Debt to double from US$27 trillion in 2016 to US$54 trillion in 2022.  That would be a five-fold increase in

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Watch Richard Duncan’s Speech For The CFA Institute in Brazil

Last month I had the great good fortune to go on a speaking tour around South America at the invitation of the CFA Institute. I

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