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Monetary & Fiscal Austerity Explain The …

Posted August 12, 2015

In 2008, the global economic bubble came very close to collapsing into a new great depression. That didn’t happen because global policymakers responded to the crisis by injecting trillions of

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China’s Economic Crisis: Watch Free Video

Posted August 3, 2015

Sixteen months ago, I uploaded a Macro Watch video called “China’s Economic Crisis”. In 14 minutes and with 32 charts, it explained why China’s great economic boom was coming to

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GLOBAL RECESSION: Sudden and Severe

Posted July 24, 2015

The global economy appears to be moving rapidly back into recession. Commodity prices have crashed to a 13-year low, world industrial production has begun to fall and world trade is

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Unsustainable Wealth

Posted July 10, 2015

US Household Sector Net Worth has risen by a mind-boggling $30 trillion since the first quarter of 2009. At $85 trillion, it is now 55% higher than at the depth

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Credit Growth Slows, Vulnerabilities Increase…

Posted July 2, 2015

In the 21st Century, when there is no longer any difference between money and credit, Credit Growth drives Economic Growth. In the new Macro Watch video, we look at who

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Did You Know The Government Owns 60% Of All U…

Posted June 9, 2015

It’s true. The US mortgage market has effectively been nationalized. Here’s how it happened: The Government-Sponsored Enterprises, primarily Fannie Mae and Freddie Mac, issued $7 trillion worth of debt and

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A Good Overview Of The Global Economic Crisis…

Posted May 30, 2015

Please find here a link to a YouTube video showing a recent conversation I had with my friend Gordon T. Long of Macro Analytics. It provides a very good overview

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The Banks: How The Six Largest US Financial …

Posted May 27, 2015

This week Macro Watch takes a close look at the six largest US Financial Holding Companies: JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, Goldman Sachs and Morgan Stanley.  In

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Yellen’s Dilemma: Global Growth or US Growt…

Posted May 8, 2015

The Fed faces a difficult choice. It must decide between boosting global economic growth or boosting US economic growth. If the Fed increases US interest rates, the Dollar will strengthen

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Liquidity Gauge Warning: After mid-year, Loo…

Posted April 25, 2015

Liquidity determines which way asset prices move. When there is excess liquidity, the price of stocks, bonds and property tends to rise. When liquidity is negative, the price of those

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