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Thoughts On The Coronavirus

Posted March 1, 2020

In the Macro Watch video uploaded today, I share my thoughts on the Coronavirus. How long it is likely to last. How it has impacted the global economy to date.

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America’s National Emergency: Part 3

Posted February 18, 2020

China surpassed the United States in R&D investment last year.  It will soon become much stronger than the US – technologically, economically and militarily – if the US doesn’t radically expand

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America’s National Emergency: Part 2

Posted February 4, 2020

China overtook the United States in Research and Development (R&D) investment last year.  Moreover, its lead over the US will widen rapidly during the years immediately ahead if current trends continue.  China’s

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America’s National Emergency

Posted January 21, 2020

China surpassed the United States in Research and Development (R&D) investment last year.  This constitutes a national emergency for the United States on par with, or greater than, the Soviet

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Corporate Sector Concerns

Posted January 7, 2020

The new Macro Watch video examines the balance sheet and the earnings of the US Corporate Sector.  They reveal a number of reasons to be concerned about the Sector’s health. Corporate

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Recommended Interview: How Much Will The Fed …

Posted December 24, 2019

I recently had a particularly interesting conversation with Cris Sheridan of Financial Sense Newshour.  I highly recommend it.  The topic?    The most extraordinary Monetary Policy U-Turn in the Fed’s

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Household Wealth and Fed Policy

Posted December 19, 2019

Business Investment is weak in the United States despite the recent large corporate tax cuts. Household Consumption, however, is holding up. Relatively strong Consumption has enabled the economy to grow

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The Repo Crisis and The Fed: Part 4

Posted November 22, 2019

Quantitative Easing has resumed.   On September 17th, overnight interest rates in the Repo Market shot up to 10%, four times higher than they should have been.  Problems there infected the Federal

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The Repo Crisis and The Fed: Part 3

Posted November 20, 2019

The Fed is once again creating very large amounts of money and pumping it into the financial markets. So, it is not surprising that all the major US stock market indices

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The Repo Crisis and The Fed: Part 2

Posted November 15, 2019

Monetary Policy is the government’s most important economic policy tool.  If you really want to understand how the Fed conducts Monetary Policy, you must understand the Fed’s weekly report on the

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