Looking for something in particular?

Blog

Will Bond Yields Spike?

Will Bond Yields Spike and Crush The Markets?…

Posted February 28, 2021

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 lower.  For instance, Tesla lost nearly

Continue Reading

Inflation Won’t Force The Fed To Tighte…

Posted February 20, 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 month through Quantitative Easing.  This extremely

Continue Reading

What’s Driving Tech Stocks: Liquidity, …

Posted February 7, 2021

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 and Development: Amazon, Alphabet, Intel, Microsoft,

Continue Reading

Stimulus, Inflation, Stocks and Gold: What…

Posted January 16, 2021

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 soon to be in charge

Continue Reading

Credit: A Year Like No Other

Posted January 2, 2021

The latest Macro Watch video looks at some of the extraordinary developments in US credit and wealth during the first three quarters of 2020. It also considers what these developments

Continue Reading

Big Stimulus Rally Ahead for Stocks and Gold?…

Posted December 22, 2020

An $892 billion stimulus bill was passed by Congress last night.  It is likely to push the price of stocks, gold and other asset classes higher.  The new Macro Watch video explains

Continue Reading

Why China’s Winning

Posted December 17, 2020

China’s economy is on track to overtake the United States economy as the largest in the world in less than eight years, if current trends continue. In 1990, the US economy

Continue Reading

What The US Must Learn From Japan

Posted November 27, 2020

The new Macro Watch video compares the Japanese economic policy response to Covid-19 with that of the United States – in terms of its impact on government debt, central bank balance

Continue Reading

The Euro vs. The Dollar

Posted November 23, 2020

Since the Covid-19 pandemic began, Macro Watch has focused primarily on the economic policy response to the crisis in the United States.  The new Macro Watch video looks at how the

Continue Reading

New Interview: Highly Recommended

Posted November 13, 2020

I was recently interviewed by Jim Baer for his podcast The Puck: Venture Capital and Beyond.  Jim, who works in the world of venture capital and technology, raised many important questions about

Continue Reading

1 14 15 16 17 18 45
Top