Weak Credit Growth May Force The Fed To Cut Rates
Posted April 26, 2024
Total Credit in the United States first exceeded $1 trillion in 1964. This quarter it will blow past $100 trillion. This 100-fold increase in Credit
Posted April 26, 2024
Total Credit in the United States first exceeded $1 trillion in 1964. This quarter it will blow past $100 trillion. This 100-fold increase in Credit
Posted March 16, 2024
I recently joined Clay Finck on the We Study Billionaires Podcast on The Investor’s Podcast Network. If you only listen to one of my interviews
Posted February 11, 2024
Many people are concerned that the government’s large budget deficits will drain Liquidity and drive up US interest rates. This video explains why they won’t.
Posted November 27, 2023
The stock market and the bond market have both rallied sharply this month on the belief that interest rates have peaked and that the Fed
Posted September 28, 2023
This week, Macro Watch looks at trends in Credit Growth and Wealth Creation; and explains why those trends suggest the US economy will soon fall
Posted September 22, 2023
Last week I did a live Twitter Spaces interview with Michael Gayed who provides great economic and financial markets commentary through his The Lead-Lag Report
Posted August 7, 2023
The New Books Network recently invited me to be a guest on their podcast to discuss my latest book, The Money Revolution. This turned into a
Posted August 1, 2023
Global Liquidity is tightening. The new Macro Watch video demonstrates this by examining the balance sheets of the Federal Reserve, The European Central Bank, The
Posted June 29, 2023
This week Macro Watch examines the most recent trends in Credit Growth. It focuses on two important developments revealed in The Financial Accounts Of The
Posted May 26, 2023
Fed Chairman Powell has said that the recent turmoil in the banking sector is likely to cause bank lending to slow; and that slower bank
Posted March 10, 2023
Fed Chairman Jerome Powell’s remarks before the Senate on March 7th were very hawkish and suggest the Fed will raise the Federal Funds Rate significantly
Posted February 18, 2023
I was recently interviewed by Addison Wiggin for his podcast The Wiggin Sessions. Addison is a financial writer, publisher, filmmaker and the author or co-author
Posted February 3, 2023
On February 1st, the Fed hiked the Federal Funds Rate by 25-basis points to a range between 4.5% and 4.75%. During the press conference following
Posted December 2, 2022
The Fed is tightening Monetary Policy much faster and more aggressively now than during the previous tightening cycle that ran from January 2014 to August
Posted November 4, 2022
“This is one of my favorite interviews of the year so far. Richard @PaperMoneyEcon brings the 🔥 fire,” tweeted Trey Lockerbie, regarding our recent conversation for The
Posted October 22, 2022
Today I would like to share with you a very interesting discussion I had recently with Kevin Coldiron and Niels Kaastrup-Larsen for the Top Traders
Posted October 16, 2022
Another set of very bad Inflation numbers was released on Thursday. The headline CPI index was up 8.2% from one year ago, little changed from the
Posted September 21, 2022
The US Monetary Base surged nearly twice as much following the Crisis of 2008 as it did following the economic crisis caused by the Covid
Posted September 7, 2022
The new Macro Watch video, the second in a series, compares the Fiscal Policy Response to the Crisis of 2008 with the Fiscal Policy Response
Posted July 23, 2022
I was recently interviewed by Marco Santarelli for the Passive Real Estate Investing Podcast. The main theme running through our conversation is the perfect storm