March 19, 2021
Interview: Liquidity Tsunami vs. Inflation Fears
A battle between two powerful opposing forces is now playing out in the financial markets. The stakes riding on the outcome of this fight are
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March 12, 2021
Liquidity Tsunami Update
Last week, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It suggested that as the Treasury Department spends down
March 6, 2021
Liquidity Tsunami May Drive Asset Prices Much Higher
A Tidal Wave of Liquidity may soon be injected into the Financial System. If it is, asset prices could rocket higher. The Treasury Department estimates that
February 28, 2021
Will Bond Yields Spike and Crush The Markets?
A rout in the bond market last week sent government bond yields sharply higher and the price of a broad range of speculative assets painfully
February 20, 2021
Inflation Won’t Force The Fed To Tighten in 2021
Monetary Policy in the United States is extraordinarily loose. The Federal Funds Rate is very close to 0% and the Fed is creating $120 billion a
February 7, 2021
What’s Driving Tech Stocks: Liquidity, Fundamentals or Both?
Two years ago, Macro Watch made a three-part series on the six largest US Tech Giants, ranked by the size of their spending on Research
January 16, 2021
Stimulus, Inflation, Stocks and Gold: What’s Ahead?
A $900 billion stimulus bill was passed by Congress in December. President-elect Biden has just proposed a new $1.9 trillion Covid relief package. Moreover, with the Democrats
January 2, 2021
Credit: A Year Like No Other
The latest Macro Watch video looks at some of the extraordinary developments in US credit and wealth during the first three quarters of 2020. It
December 22, 2020
Big Stimulus Rally Ahead for Stocks and Gold?
An $892 billion stimulus bill was passed by Congress last night. It is likely to push the price of stocks, gold and other asset classes higher. The
December 17, 2020
Why China’s Winning
China’s economy is on track to overtake the United States economy as the largest in the world in less than eight years, if current trends
November 27, 2020
What The US Must Learn From Japan
The new Macro Watch video compares the Japanese economic policy response to Covid-19 with that of the United States – in terms of its impact on
November 23, 2020
The Euro vs. The Dollar
Since the Covid-19 pandemic began, Macro Watch has focused primarily on the economic policy response to the crisis in the United States. The new Macro Watch
November 13, 2020
New Interview: Highly Recommended
I was recently interviewed by Jim Baer for his podcast The Puck: Venture Capital and Beyond. Jim, who works in the world of venture capital and technology,
October 30, 2020
Stimulus and Your Wealth
Household Wealth plunged by a record-breaking $7.2 trillion during the first quarter of 2020. It then recovered all of that and more, $7.6 trillion, during the
October 24, 2020
Understand Money
Monetary Policy is the US government’s most powerful economic policy tool. The Fed is currently creating $120 billion a month and pumping it into the
October 16, 2020
Bank Reserves Are Irrelevant. QE Works!
Many people believe that when the Fed creates money through Quantitative Easing, that that money simply gets stuck in the banks as Bank Reserves and
October 3, 2020
Dire Consequences Without New Stimulus
If Congress fails to pass a new economic rescue bill soon, the United States is likely to experience a new severe economic downturn that could
September 26, 2020
The Velocity Of Money Is Irrelevant
Although the subject of the new Macro Watch video is the irrelevance of Velocity in the 21stCentury, the video begins with a brief comment on
September 11, 2020
Trillions At Stake In Upcoming FOMC
A lot is riding on the Fed’s FOMC meeting next week. One misstep could send asset prices crashing. The new Macro Watch video discusses the factors
September 6, 2020
Interview: Melt Up or Melt Down?
I was recently interviewed by Cris Sheridan for Financial Sense Newshour. This was a succinct conversation that addressed many of the issues that most concern
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