Gold: If Not Now, When?
Posted June 1, 2022
Inflation has shot up to 8.5%. There is a serious War in Europe. And the Fed has been creating Money hand over fist. And, still, the price of
Posted June 1, 2022
Inflation has shot up to 8.5%. There is a serious War in Europe. And the Fed has been creating Money hand over fist. And, still, the price of
Posted May 9, 2022
One of the recurring themes of Macro Watch is that “Liquidity Drives Asset Prices”. For instance, on March 6, 2021, Macro Watch published a video
Posted April 15, 2022
Last week, the US Yield Curve inverted, meaning that the Yield on 2-Year government bonds rose above the Yield on 10-Year government bonds. When the
Posted March 31, 2022
It is very important to monitor and forecast Credit Growth because in the 21st Century: Credit Growth Drives Economic Growth. If Credit grows by less
Posted March 13, 2022
Inflation is soaring. Now Russia’s war on Ukraine means that Inflation will remain high for much longer than would have been the case otherwise. Consequently, the
Posted December 6, 2021
In Congressional testimony last week, Fed Chairman Powell made a “Hawkish Pivot” when he suggested that the Fed was likely to accelerate the pace of