November 24, 2014
Japan’s Crisis & The BOJ’s Solution
In the latest Macro Watch video (uploaded today) we look at Japan and the very serious challenges it faces. These include a demographic crisis, a
Looking for something in particular?
November 22, 2014
The McAlvany Interview: QE 4? “They’ll have to.”
The McAlvany Weekly Commentary is simply one of the very best sources of information and analysis on monetary, economic and geo-political news available to the
November 10, 2014
FX Reserve Accumulation Is Quantitative Easing
The accumulation of Foreign Exchange Reserves has a profound impact on global asset prices – just as Quantitative Easing does. That makes Foreign Exchange Reserves
October 28, 2014
Analyzing The Five Largest Central Banks
The latest Macro Watch video (uploaded today) analyzes the strategies and compares the balance sheets of the world’s five largest central banks: The People’s Bank
October 17, 2014
Bullard’s Call To Extend QE Halts Market Panic
Yesterday morning, St Louis Fed President James Bullard stopped the stock market crash in its tracks. In a live interview on Bloomberg Television, he said:
October 12, 2014
Slowing Global Liquidity Points To Deflation Ahead
The Fed is about to end its third round of Quantitative Easing, but the Bank of Japan is printing Yen faster than ever before and
October 2, 2014
The Prospects For Asset Prices
Prepare for a stock market sell-off. A new Macro Watch video has been uploaded. In it, I discuss the outlook for stocks, bonds/interest rates, property,
September 26, 2014
Why The Fed Will Launch Another Round Of Quantitative Easing
In November 2002, Fed Governor Ben Bernanke introduced the concept of Quantitative Easing to the world. In a speech entitled “Deflation: Making Sure It Doesn’t
September 9, 2014
How Strong Is The US Economic Recovery?
A new Macro Watch video has been uploaded and is now ready to watch. Judging from most press reports, it would be easy to form
August 6, 2014
The Household Sector Balance Sheet Is Pointing To Trouble
A new Macro Watch video has been uploaded and is now ready to watch. In this video, we look at the Household Sector’s Balance Sheet
July 27, 2014
WATCH RICHARD DUNCAN’S SPEECH: How Capitalism Died & Where That Leaves Us
Capitalism died during the two World Wars. In this speech, I discuss the transformation of our economic system from Capitalism to Creditism during the Twentieth
July 21, 2014
Dissecting The Fed’s Balance Sheet
The third video for Macro Watch Third Quarter 2014 has been uploaded and is now ready to watch. In this video, we dissect the Fed’s
July 7, 2014
The Fed’s New Magic Trick
The Fed has pulled a new rabbit out of its hat: Reverse Repos. By using reverse repos, the Fed has found a way to deal
July 2, 2014
Credit: How Much Does It Take?
I’ve begun to roll out Macro Watch: Third Quarter 2014. The first video, Credit: How Much Does It Take?, has been uploaded and is ready
April 25, 2014
My Best Interview
For anyone who is interested in understanding my views on the global economic crisis, this is the video I would recommend watching, if I could
April 12, 2014
Watch Q2 Macro Watch Preview: Treacherous Markets Ahead!
To watch a 6-minute overview of Macro Watch: Second Quarter 2014, click on the link at the bottom of this blog. But first, an announcement:
March 29, 2014
Macro Watch Q2 2014 Is Ready To Watch
Macro Watch: Second Quarter 2014 has been uploaded and is now ready to watch. This quarter, there are seven videos, beginning with one warning investors
March 21, 2014
The Liquidity Gauge
Central bank forward guidance and communication are all fine and good, but it is liquidity that moves the markets. When liquidity is plentiful asset prices
March 3, 2014
CNBC Asia Squawk Box Interview
This morning I spoke with Martin Soong on CNBC Asia Squawk Box. We discussed the fundamental weakness of the US economy, the approaching shift in
January 24, 2014
The CNBC India Interview: Why QE Won’t End in 2014
I was in Mumbai to speak at the CFA Institute’s India Investment Conference last week. While there, I was interviewed by CNBC India. I explained
Subscribe to Macro Watch
Stay Ahead of the Markets – Subscribe to Macro Watch! Gain expert insights into the new forces shaping the economy and financial markets in the 21st century.
Subscribe