November 2, 2021
Inflation Slowed Sharply in Q3
Newspaper headlines give the impression that Inflation in the United States is very high and running totally out of control. But those headlines are misleading.
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October 30, 2021
Interview: Inflation, Liquidity, China Evergrande
I recently had a very good conversation with Buck Joffrey for the Wealth Formula Podcast. I highly recommend you listen to it. Topics include: The
October 15, 2021
Stormy Weather Ahead
Credit growth is slowing rapidly in the United States. That is alarming because in the Twenty-first Century, Credit Growth Drives Economy Growth. Total Credit Growth (adjusted
October 8, 2021
Interview: Economic Crises
I recently had a very interesting conversation with Kirk Chisholm for The Money Tree Investing Podcast. This interview provides a history of economic crises in
September 25, 2021
The Liquidity Tsunami Is About To End Abruptly
On March 6th this year, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It argued that during the months ahead
September 18, 2021
Slowing Inflation Won’t Stop Fed Tapering
Inflation in the United States slowed sharply during August. The Core Consumer Price Index (Core CPI) rose 0.1% month-on-month in August. That was down from 0.9%
September 4, 2021
The Fed Has A Big Problem
On Friday, the jobs report showed that only 235,000 new jobs were created in the United States during August. That was well below expectations of 728,000 new jobs. Up until
August 27, 2021
Interview: Inflation or Deflation?
Cris Sheridan recently interviewed me for the Financial Sense Newshour. It was another good conversation. I hope you will listen to it now. We discussed: Fed tapering
August 20, 2021
The Fed Is More Profitable Than Apple
The Fed is enormously profitable. In fact, if it were a corporation, the Fed would have been the most profitable corporation in the world last year. Luckily
August 5, 2021
Liquidity Tsunami Update
Bank Reserves topped $4 trillion for the first time last week. That is important because Bank Reserves are one measure of Liquidity in the Financial Markets. And
August 1, 2021
The Investor’s Podcast Interview: 2021
The Implications of Peak Inflation I was recently interviewed by Trey Lockerbie for The Investor’s Podcast. This was an excellent conversation that covers not only the
July 23, 2021
Lessons From Comparing The Four Largest Central Banks
There is a great deal of concern in the United States regarding the large amount of money the Fed is creating through Quantitative Easing, currently $120
July 9, 2021
Credit, Economic Growth and Inflation To Slow
Credit growth in the United States has peaked. Since Credit Growth drives Economic Growth, that means economic growth has also peaked. This strongly suggests that Inflation will
June 24, 2021
Peak Growth = Peak Inflation?
The message from the Fed’s June 16th FOMC meeting was slightly more hawkish than the market had expected. It indicated that the first rate hike may
June 11, 2021
The Fed Is Preventing Negative Interest Rates Using Reverse Repos
Reverse Repurchase Agreements on the Fed’s balance sheet have surged from $0 in mid-March to $535 billion on June 10th. Many people have begun to
May 28, 2021
When The Fed Tapers QE, Will Asset Prices Crash?
The Fed is now signaling that it will soon begin to discuss when to Taper Quantitative Easing. This is an important policy development that could
May 15, 2021
Will Gold Crash Again?
There are now reasons for concern that Gold could soon experience another serious correction as it did following its peaks in 1975, 1980 and 2011
May 13, 2021
Interview: Inflation, Liquidity and MMT
I was recently interviewed by Andy Tanner for the Cashflow Academy podcast. Whenever I speak with Andy, I always end up feeling smarter and happier. It’s
May 7, 2021
Interview on Rich Dad Radio
I recently had a great conversation with my friends Robert and Kim Kiyosaki for Rich Dad Radio. So far, this interview has been viewed nearly 250,000
April 29, 2021
Will The Liquidity Tsunami Continue To Drive Asset Prices Higher?
A Liquidity Tsunami is currently driving asset prices to new record highs. In early March, Macro Watch published a video called “Liquidity Tsunami May Push Asset
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