Japan’s Monetary Reversal Could Wipe Out Tr…
For more than 25 years, the Bank of Japan conducted the most radical monetary experiment the world had ever seen. Now, the BOJ is reversing that experiment—and Japanese government bond
Japan Could Shake Global Markets Again
Is the Yen Carry Trade About to Unwind? During the first days of August 2024, the yen appreciated by approximately 13%. That helped trigger an abrupt unwind of the yen
Free Video: The Defense Industry Is Being Rei…
I have just published a new seven-minute video, The Defense Industry Is Being Reinvented. It is free for everyone to watch, and I highly recommend it. Click here to watch this
FREE VIDEO: Deficits, Bubbles, China, Defense…
This Macro Watch video is free for everyone to watch. You do not need to be a Macro Watch subscriber. Over the last several months, Macro Watch has examined a
The AI Arms Race Has Begun
Artificial intelligence is rapidly becoming the most important military technology of our age. The country that masters AI first will dominate the rest of this century economically, militarily, and strategically.
The Silicon Valley Challengers
The US defense industry is being transformed. For decades, the Pentagon relied mainly on a small group of large defense contractors to build America’s most important weapons systems. Those companies
The Titans of Traditional Defense
America is entering a new era of rearmament. President Trump has called for $1.5 trillion of defense spending in fiscal year 2027, a dramatic increase from just two years ago.
SpaceX: The IPO That Could Reshape Markets, A…
SpaceX is preparing for what is likely to be the largest IPO in history. According to reports, the company hopes to raise approximately $80 billion at a valuation of roughly
The Defense Spending Boom Has Begun
The defense spending boom has begun. This new Macro Watch video explains why US defense spending is likely to rise significantly in the years ahead — and why that could
Interview: Urgent Global Macro Developments
I recently spoke with Kirk Chisholm on the Money Tree Investing podcast about the most important macroeconomic and geopolitical developments now impacting the financial markets. We began by discussing the
