Bank Of Japan Doubles Bond Yield Cap
Posted January 6, 2023
The Bank Of Japan surprised the markets on December 20th by doubling its cap on the yield on 10-year Japanese Government Bonds (JGBs) from 25-basis
Tag Archives: Monetary Policy
Video Ready plus BOJ Primer
Posted December 22, 2022
Earlier this week, I uploaded a presentation entitled “More Wealth Destruction Ahead: Part Two”. The video accompanying that presentation is now ready to watch. It explains
More Wealth Destruction Ahead: Part Two
Posted December 19, 2022
The previous Macro Watch video showed that the Fed is tightening Monetary Policy much more aggressively in the current tightening cycle than during the previous
More Wealth Destruction Ahead, Part One
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
The Fed May Lose $50 Billion in 2023
Posted November 15, 2022
Last year, if the Fed had been a corporation, it would have been the most profitable corporation in the world. It earned $108 billion. Apple earned
Watch Out: Something Is Going To Break!
Posted September 28, 2022
Last week, the Fed shocked investors when it released new projections showing that it now expects to increase interest rates significantly more than it had
2008 vs. 2020 Part Three: Monetary Stimulus
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
2008 vs. 2020: Crisis, Response, Recovery
Posted August 26, 2022
The new Macro Watch video compares the US government’s policy response to the two great economic calamities of our time: the Crisis of 2008 and the economic crisis
Dollar Soars, Commodities Crash
Posted July 15, 2022
The Dollar is soaring and Commodity prices are crashing. This week’s Macro Watch video discusses why these trends are likely to continue and some of the economic
Prepare For A Very Hard Landing
Posted June 29, 2022
For decades, the US economy has been driven by rapid Credit Growth and Asset Price Inflation. Since the Crisis of 2008, in particular, aggressive fiscal stimulus, ultra-low
More Pain Ahead: Rates To Rise, Stocks To Fall
Posted June 18, 2022
The Fed hiked the Federal Funds Rate by a larger than expected 75 basis point on Wednesday to a range between 1.5% and 1.75%. Given that
Interview: The Money Revolution
Posted May 20, 2022
Tom Bodrovics recently invited me to be his guest on Palisades Gold Radio to discuss my new book, The Money Revolution: How To Finance The
When Macro Watch Turned Bearish
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
Read The Introduction to The Money Revolution
Posted May 1, 2022
Yesterday’s blog post generated so many books sales that The Money Revolution is now ranked #1 Best Seller in International Relations on Amazon today – and #2
A Synopsis Of The Money Revolution
Posted April 30, 2022
Today’s Macro Watch video provides a synopsis of my new book, The Money Revolution: How To Finance The Next American Century. It explains why I wrote
Stocks, Property and The Economy May Crash This Year
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
Announcing My New Book: The Money Revolution
Posted April 8, 2022
A Money Revolution has occurred since Dollars ceased to be backed by Gold five decades ago. That Revolution has radically altered the way our economic system
Robert Kiyosaki Interview: What Is The Money Revolution?
Posted April 2, 2022
I recently spoke with my friends Robert and Kim Kiyosaki about my new book, The Money Revolution, on The Rich Dad Radio Show. We discussed the book’s
FEAR THE FED
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
Aggressive Fed Tightening May Sink Markets
Posted January 20, 2022
The Fed is accelerating its pace of Monetary Policy tightening much more aggressively than financial markets had anticipated. Over the last few months, we have learned that