September 20, 2018
All The Money In The World
Earlier Macro Watch videos this year have shown how the central banks of the United States, Japan, Europe and China have created money on a
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September 18, 2018
Excellent Podcast Explaining The US-China Trade War
In this Financial Sense podcast, Cris Sheridan and I discuss all aspects of the US-China Trade War, including why it could be a turning point
August 30, 2018
Chinese Monetary Policy Part 2: Crisis Management
Large-scale capital flight out of China threatened to send the Chinese economy into crisis beginning in mid-2014. As a result, the People’s Bank Of China
August 28, 2018
Renegade Inc. TV Interview. Highly Recommended
In this television interview for Renegade Inc., Ross Ashcroft and I discuss Creditism and the opportunities and dangers that exist at this unique moment in
August 17, 2018
Chinese Monetary Policy, Part 1: Transforming The World
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
August 1, 2018
Trade War Part 3: If China Fights Back
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.
July 24, 2018
Trade War Part 2: If China Capitulates
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
July 21, 2018
US-China Trade War: On The Brink
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.
July 12, 2018
US-China Trade War Could Be A Turning Point In History
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
June 28, 2018
QE In Europe Is Ending – Beware
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
June 23, 2018
The Bank Of Japan Goes Ballistic
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
June 2, 2018
The BOJ’s Radical Experiment
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
May 17, 2018
What You Need To Know About The US Government’s Budget Deficits And Debt
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
May 3, 2018
Less Savings, More Debt, Increasing Vulnerabilities
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
April 18, 2018
Weak Credit Growth Leaves The Economy Vulnerable
When credit growth is weak, the United States falls into recession. Between 1952 and 2008, there were only nine years when total credit (adjusted for inflation)
March 28, 2018
A 100 Year History Of Inflation Points To Trade War Calamity
Milton Friedman once famously said, “Inflation is always and everywhere a monetary phenomenon”. It’s not. The history of Inflation in the United States over the
March 14, 2018
The Money Revolution
In order to understand how the economy and the financial markets really work today, it is necessary to understand Money. Not many people do. In
March 1, 2018
QT: The Pain Is Just Beginning
The Fed is running behind schedule. According to the Quantitative Tightening (QT) schedule it published last year, the Fed had intended to destroy $50 billion
February 12, 2018
The Government-Induced Liquidity Crisis Could Crush The Markets
The combination of tax cuts and increased government spending – on top of Quantitative Tightening – is set to drain $3 trillion out of the
January 31, 2018
Rate Hikes, Quantitative Tightening and Their Consequences
The previous Macro Watch video explained the evolution of US Monetary Policy over the last century by analyzing changes in the composition of the Fed’s
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