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Chinese Monetary Policy, Part 1: Transforming…

Posted August 17, 2018

Between 1990 and 2014, the People’s Bank Of China created RMB 28 trillion, the equivalent of more than US$4 trillion.  What the central bank did with that money turned China

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Trade War Part 3: If China Fights Back

Posted August 1, 2018

It is inconceivable that China would submit to President Trump’s demands that China reduce its trade surplus with the US by $200 billion per year.  If the United States imposes

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Trade War Part 2: If China Capitulates

Posted July 24, 2018

President Trump has threatened to impose trade tariffs on all $500 billion worth of goods that China exports to the US each year unless China submits to his demands to

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US-China Trade War: On The Brink

Posted July 21, 2018

President Trump believes China poses a grave threat to the United States. His demands for trade concessions from China are designed to eliminate that threat. China cannot possibly meet those

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US-China Trade War Could Be A Turning Point I…

Posted July 12, 2018

Last night I watched “Death By China” on YouTube.  If you haven’t, you should.  It’s free.  This documentary was made by Peter Navarro, the Director of the United States National

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QE In Europe Is Ending – Beware

Posted June 28, 2018

The ECB has announced that it plans to reduce its Quantitative Easing program from €30 billion per month now to €15 billion per month in October; and then to end

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The Bank Of Japan Goes Ballistic

Posted June 23, 2018

Ballistic is not a word normally associated with Monetary Policy. However, it is the ideal adjective to describe the conduct of Japanese Monetary Policy over the last five years. Japan’s

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The BOJ’s Radical Experiment

Posted June 2, 2018

Monetary Policy in Japan is RADICALLY AGGRESSIVE.  Over the last five year, Japan’s Monetary Base has expanded by three and a half times.  The Bank Of Japan now owns 40%

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What You Need To Know About The US Government…

Posted May 17, 2018

The latest Macro Watch video provides a quick overview of everything you need to know about the US government’s budget and debt, including: The source of the government’s Revenues, The

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Less Savings, More Debt, Increasing Vulnerabi…

Posted May 3, 2018

Total debt in the United States increased by $2.6 trillion last year.   This year it will increase by roughly $2.9 trillion.  For every debtor, there is a lender.  The new Macro

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