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Credit Trends Suggest A Recession Ahead

Posted September 28, 2023

This week, Macro Watch looks at trends in Credit Growth and Wealth Creation; and explains why those trends suggest the US economy will soon fall into Recession. Total Credit expanded

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An Intense Interview with Richard Duncan by M…

Posted September 22, 2023

Last week I did a live Twitter Spaces interview with Michael Gayed who provides great economic and financial markets commentary through his The Lead-Lag Report and to his 750,000 followers

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Alphabet: The Magnificent Seven, Part Two

Posted September 14, 2023

Mustafa Suleyman, co-founder of the Alphabet subsidiary DeepMind, recently told the Financial Times:  “The “exponential trajectory” of AI meant that two years from now, the large language models at the

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Nvidia: The Magnificent Seven, Part One

Posted September 1, 2023

The Artificial Intelligence Revolution has begun. Over the next decades, AI is likely to transform the economy just as railroads, electricity, automobiles and the internet did in the past.  It is going

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Investors Should Beware Money Destruction

Posted August 15, 2023

This week Macro Watch examines the liabilities of five large central banks to explain how central banks create Money to pay for the assets they acquire, as well as how

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Great New Books Network Podcast Interview

Posted August 7, 2023

The New Books Network recently invited me to be a guest on their podcast to discuss my latest book, The Money Revolution.   This turned into a really interesting conversation that doubles

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Global Liquidity Is Tightening: Expect Troubl…

Posted August 1, 2023

Global Liquidity is tightening. The new Macro Watch video demonstrates this by examining the balance sheets of the Federal Reserve, The European Central Bank, The People’s Bank Of China, The

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Liquidity’s Tightening. Watch Out!

Posted July 12, 2023

One of the main themes of Macro Watch is that Liquidity Determines The Direction Of Asset Prices. This week Macro Watch shows that Liquidity is contracting again and explains why Tightening

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Higher For Longer Interest Rates May Rattle M…

Posted June 29, 2023

This week Macro Watch examines the most recent trends in Credit Growth. It focuses on two important developments revealed in The Financial Accounts Of The United States for the first

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The Indispensable Dollar Standard Will Not Be…

Posted June 14, 2023

We frequently hear that the US Dollar will soon lose its status as the world’s leading international reserve currency and that The Dollar Standard will soon come to an end.

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