March 25, 2020
Life During Wartime
A wartime effort will be required to defeat the Coronavirus and prevent the US economy from collapsing into a Depression. But this war is very different
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March 19, 2020
Interview: How To Prevent A Depression
This is the most important interview I have ever given. Listen to it now. The global economy is being crushed by the Coronavirus. Chaos reigns
March 15, 2020
Recession or Depression?
The United States economy will almost certainly fall into Recession this year because of the Coronavirus. The outcome, however, could be very much worse than that.
March 7, 2020
The Fed Considers Buying A Wider Range Of Assets
On March 1st, Macro Watch uploaded a video entitled “Thoughts On The Coronavirus”. That video warned Macro Watch subscribers to be prepared for the Fed
March 1, 2020
Thoughts On The Coronavirus
In the Macro Watch video uploaded today, I share my thoughts on the Coronavirus. How long it is likely to last. How it has impacted
February 18, 2020
America’s National Emergency: Part 3
China surpassed the United States in R&D investment last year. It will soon become much stronger than the US – technologically, economically and militarily – if
February 4, 2020
America’s National Emergency: Part 2
China overtook the United States in Research and Development (R&D) investment last year. Moreover, its lead over the US will widen rapidly during the years immediately
January 21, 2020
America’s National Emergency
China surpassed the United States in Research and Development (R&D) investment last year. This constitutes a national emergency for the United States on par with,
January 7, 2020
Corporate Sector Concerns
The new Macro Watch video examines the balance sheet and the earnings of the US Corporate Sector. They reveal a number of reasons to be concerned
December 24, 2019
Recommended Interview: How Much Will The Fed Print This Time?
I recently had a particularly interesting conversation with Cris Sheridan of Financial Sense Newshour. I highly recommend it. The topic? The most extraordinary Monetary
December 19, 2019
Household Wealth and Fed Policy
Business Investment is weak in the United States despite the recent large corporate tax cuts. Household Consumption, however, is holding up. Relatively strong Consumption has
November 22, 2019
The Repo Crisis and The Fed: Part 4
Quantitative Easing has resumed. On September 17th, overnight interest rates in the Repo Market shot up to 10%, four times higher than they should have
November 20, 2019
The Repo Crisis and The Fed: Part 3
The Fed is once again creating very large amounts of money and pumping it into the financial markets. So, it is not surprising that all the
November 15, 2019
The Repo Crisis and The Fed: Part 2
Monetary Policy is the government’s most important economic policy tool. If you really want to understand how the Fed conducts Monetary Policy, you must understand the
November 13, 2019
The Repo Crisis and The Fed
On September 16th, the interest rate in the overnight Repo Market shot up to nearly 10%. It should have been below 2.25%. There was no shortage
October 12, 2019
Quantitative Easing Round Four
A new round of Quantitative Easing began yesterday when the Fed announced that it would create $60 billion a month to buy US government securities.
September 29, 2019
Expect More Rate Cuts
Credit Growth in the United States has been the most important driver of economic growth for decades, so it is important to monitor it closely. If
September 19, 2019
Interview: The Future Of Monetary Policy
I recently discussed the future of Monetary Policy with Hunter Thompson, the host of the Cash Flow Connections podcast. It was an interesting and timely conversation.
September 6, 2019
Dalio vs. Mauldin: The Great Debate – Part 3
Ray Dalio is the founder of Bridgewater Associates, the world’s largest and most successful hedge fund. In May, he published a paper called “It’s Time to
August 22, 2019
Dalio vs. Mauldin: The Great Debate – Part 2
A debate that could determine whether our economic future is prosperous or impoverished has taken place between Ray Dalio and John Mauldin, two of the
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