FEAR THE FED
Inflation is soaring. Now Russia’s war on Ukraine means that Inflation will remain high for much longer than would have been the case otherwise. Consequently, the Fed is going to be
The Investor’s Podcast Interview: Highl…
I had a really great conversation with Trey Lockerbie in an interview for The Investor’s Podcast recently. Trey always asks excellent questions and allows me plenty of time to answer them. We
Congress Passes Major R&D Investment Act…
Something extraordinary has happened. On February 4th, the House of Representatives passed the $350 billion America Competes Act, which will fund investment in new industries and technologies on a large
What The Fed Can’t Admit
The Fed is carrying out an abrupt Monetary Policy U-Turn, suddenly moving from easing to tightening Monetary Policy. Stocks got crushed in January as a result. Between January 3rd and
Aggressive Fed Tightening May Sink Markets
The Fed is accelerating its pace of Monetary Policy tightening much more aggressively than financial markets had anticipated. Over the last few months, we have learned that the Fed intends to: End
Still Standing
When the Covid pandemic began to crush the US economy in March 2020, Macro Watch published a series of videos on the subject, including one called “Recession or Depression?” (March
Risks Are High And Rising
The new Macro Watch video discusses the most important recent trends in credit growth and wealth creation based on the third quarter Financial Accounts of the United States. The most
Very Bad Things May Happen Due To The FedR…
In Congressional testimony last week, Fed Chairman Powell made a “Hawkish Pivot” when he suggested that the Fed was likely to accelerate the pace of Tapering and end Quantitative Easing
Great New Interview: Highly Recommended
A few days ago I was interviewed by Tom Bodrovics for Palisades Gold Radio. I believe this was one of the best interviews in a long time. I hope you will
Creditism In China
The latest Macro Watch video is the second in a series focusing on the potential consequences of the crisis now unfolding in China’s all-important property sector. Drawing on “The Lessons From
