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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:

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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

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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,

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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

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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

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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

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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

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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

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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

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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

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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

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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:

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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

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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

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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

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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

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January 9, 2014

Watch MACRO WATCH on YouTube

Macro Watch First Quarter 2014 is now uploaded and ready to watch. It explains how the Fed’s new “Taper Schedule” is likely to impact Liquidity

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January 6, 2014

Macro Watch First Quarter 2014 Has Been Uploaded

The new issue of Macro Watch is ready to watch. Its theme is that Quantitative Easing is unlikely to end in 2014. Contents: 1. Introduction

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December 29, 2013

The McAlvany Weekly Commentary Interview

I had a very interesting conversation with David McAlvany for The McAlvany Weekly Commentary recently. We discussed: • The Fed’s serial bubble blowing strategy •

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December 20, 2013

THE TAPER: Recalibrating Liquidity

The “Taper” has begun. It’s important to understand why. On December 18th, the Fed announced that it will begin to taper the amount of fiat

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