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
Lessons From China’s Last Economic Cris…
During 2015, China’s economy experienced a serious downturn that caused a global recession. Credit growth in China had been running out of control, Investment far exceeded Consumption and the rest of the
How Threatened Is China’s Economy?
China’s economy is facing grave challenges. Given the rising tensions with the West, the outlook for continued export-led growth appears dim. At home, China’s giant property bubble has begun to deflate. During
Inflation Slowed Sharply in Q3
Newspaper headlines give the impression that Inflation in the United States is very high and running totally out of control. But those headlines are misleading. Inflation peaked in the second
Interview: Inflation, Liquidity, China Evergr…
I recently had a very good conversation with Buck Joffrey for the Wealth Formula Podcast. I highly recommend you listen to it. Topics include: The many reasons inflation will not
Stormy Weather Ahead
Credit growth is slowing rapidly in the United States. That is alarming because in the Twenty-first Century, Credit Growth Drives Economy Growth. Total Credit Growth (adjusted for inflation) slowed from 9.3%
Interview: Economic Crises
I recently had a very interesting conversation with Kirk Chisholm for The Money Tree Investing Podcast. This interview provides a history of economic crises in the United States from 1914
The Liquidity Tsunami Is About To End Abruptl…
On March 6th this year, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It argued that during the months ahead Bank Reserves would surge, and