December 14, 2017
Inflation Would Crush The Global Economy
The new Macro Watch video looks at the Credit to GDP ratio for each of the world’s twenty largest economies. We find that credit has
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November 30, 2017
The Stock Market: Worry Now, Sell Later?
The S&P 500 Index is now 66% above its 2007 pre-crisis peak and 250% above the low it reached in 2009. The market’s cyclically adjusted
November 16, 2017
When Stocks Fall, Expect A Recession
As a rule, Credit Growth drives Economic Growth. But that is not the case now. Credit growth is very weak, but the economy grew by
November 2, 2017
Japan’s Extraordinary Experiment
The Bank of Japan is creating money and buying up Japanese Government Debt on an unprecedented scale. Thus far, the BOJ has bought up 40%
October 19, 2017
China vs. The US: Whose Century Will It Be?
Last year, Macro Watch published a five-video series on China’s economy. It explained that China’s export-led, investment-driven and debt-fueled economic growth model is in crisis
October 5, 2017
China’s Credit Tsunami May Capsize The World
The IMF expects China’s Total Debt to double from US$27 trillion in 2016 to US$54 trillion in 2022. That would be a five-fold increase in
September 21, 2017
Watch Richard Duncan’s Speech For The CFA Institute in Brazil
Last month I had the great good fortune to go on a speaking tour around South America at the invitation of the CFA Institute. I
September 12, 2017
Frequently Asked Questions About The Global Economic Crisis
The new Macro Watch video addresses the following questions: 1. Is a new Great Depression inevitable? 2. Should we return to a Gold Standard?
September 1, 2017
Investors Should Be Terrified Of Quantitative Tightening: Free Podcast – Highly Recommended
The Fed is expected to announce the launch of Quantitative Tightening (QT) on September 20th. Quantitative Tightening will be a radical reversal of monetary policy.
August 28, 2017
The Four Great Threats To Our Unstable Global Economy
The latest Macro Watch video describes the Four Great Threats facing the global economy: 1. The Crisis In Creditism 2. President Trump’s Economic Policies 3.
August 12, 2017
Who’s To Blame For The Global Economic Crisis?
There’s a great deal of confusion about what has gone wrong with the global economy. Everyone seems to have a favorite scapegoat to blame for
July 25, 2017
Bubble or Recession: The Fed Must Choose
Janet Yellen and her colleagues are facing a difficult predicament. If the Fed does not tighten monetary policy, then a destabilizing asset price bubble could
July 11, 2017
Investors Should Be Terrified Of The Imminent Liquidity Shock
We are now entering a very dangerous period for asset prices and the global economy. The Fed plans to drain more than $1 trillion of
June 27, 2017
Monetary Revolution: No Constraints
A Monetary Revolution began when Money ceased to be backed by Gold in 1971. Since then, central banks have taken over the management of the
June 13, 2017
Monetary Revolution
Over the last nine years, since the crisis of 2008 began, a revolution has occurred in the way in which government policymakers manage the economy
May 25, 2017
Quantitative Tightening: The Fed’s New Very Bad Idea
The Fed intends to reverse Quantitative Easing beginning later this year. That is a very bad idea that could inflict severe damage on the economy
May 10, 2017
Can Global Economic Growth Continue?
“Globalization presumes sustained economic growth. Otherwise, the process loses its economic benefits and political support.” – Paul Samuelson Today, global economic growth is weak and
May 4, 2017
The Investors Podcast Interview. Highly Recommended
I recently had a very interesting discussion with Preston Pysh and Stig Brodersen of The Investors Podcast. I highly recommend that you listen to this
April 20, 2017
The Return Of Crowding Out Threatens Your Wealth
It has long been understood that when the government borrows excessively, it pushes up interest rates and Crowds Out the private sector. Before the breakdown
April 10, 2017
The Credit Structure Of The United States And Its Vulnerabilities
It is not possible to understand an economy without understanding how that economy is financed. In the latest Macro Watch video, we examine the credit
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