Is A Liquidity Shock Coming?
A new Macro Watch video has just been uploaded. This presentation warns that the financial system may be heading toward another liquidity crunch. Bank Reserves have been shrinking for more
Podcast: Trump’s Takeover Of The Fed
President Trump is in the process of taking over the Federal Reserve. That will give him complete control over US Monetary Policy. I explored this high-stakes topic in a recent
How to Profit From the Dollar’s Next Big Dr…
The Dollar has already fallen sharply against the Euro and the Yen this year. But if President Trump succeeds in reshaping Federal Reserve policy — and if his administration follows
Trump’s Conquest of The Fed Will Unleash We…
With the firing of Fed Governor Lisa Cook, President Trump is moving rapidly to take absolute control of the Federal Reserve. If he succeeds, US monetary policy may never be
Tariffs, Inflation and The Fed’s Final …
President Trump’s new trade deals are about to trigger the most radical shift in US tariff policy in nearly a century. The average tariff rate on goods imported into the
Tariffs: The End Of Easy Money?
For more than forty years, the United States’ massive Current Account Deficits have been the primary engine of global economic growth. They have fueled an extraordinary expansion of global credit
What You Need To Know About The One Big Beaut…
The One Big Beautiful Bill Act: What It Really Means for the Economy and You President Trump has just signed into law what he called the “One Big Beautiful Bill
The Credit Structure Of The United States
The US economy is no longer driven by Saving and Investment as it was in the past. Today, it is driven by Credit Creation and Consumption. Capitalism has evolved into
Will The Senate Crash The Stock Market?
A new Macro Watch video has just been uploaded. The stock market boom of recent years has been powered by surging Household Wealth and skyrocketing Government Debt. But now, both
Podcast: How Trump’s Tariff Strategy Could …
My Interview on the Real Estate Market Watch Podcast A new global economic crisis may be just around the corner—and few people understand how it could begin. I recently joined
