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%
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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
April 23, 2021
Speech: How Capitalism Died & Where That Leave Us
PLEASE NOTE: The link to the speech did not work when this blog was posted. It has been fixed. Apologies for the inconvenience. RD Capitalism
April 20, 2021
How To Learn The Most From Macro Watch
The latest Macro Watch video explains to new (and existing) subscribers what they should do and the steps they should take to learn the most
April 16, 2021
Interview: Are We Heading Towards Massive Inflation?
I was recently interviewed for the first time by Marco Santarelli for the Passive Real Estate Investing podcast. Our discussion focused on the outlook for Inflation.
April 13, 2021
New Interview: Highly Recommended
I was recently interviewed by Patrick Donohoe for The Wealth Standard Podcast. If you want to understand how our economic system evolved into what it
April 10, 2021
Debt, Credit and Wealth Soared In 2020
Total Credit in the United States soared by an astonishing $8 trillion last year to $83.5 Trillion, well above the previous peak increase of $5
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