The Fed Is Preventing Negative Interest Rates Using Reverse Repos
Posted June 11, 2021
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
Tag Archives: QE
When The Fed Tapers QE, Will Asset Prices Crash?
Posted May 28, 2021
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
Will Gold Crash Again?
Posted May 15, 2021
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
Will The Liquidity Tsunami Continue To Drive Asset Prices Higher?
Posted April 29, 2021
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
Speech: How Capitalism Died & Where That Leave Us
Posted April 23, 2021
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
How To Learn The Most From Macro Watch
Posted April 20, 2021
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
Interview: Are We Heading Towards Massive Inflation?
Posted April 16, 2021
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.
New Interview: Highly Recommended
Posted April 13, 2021
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
Interview: Liquidity, Inflation, Stocks and Property
Posted April 8, 2021
I was recently interviewed by Hunter Thompson for the Cash Flow Connections Real Estate Podcast. This was an interesting and far-reaching conversation. I highly recommend it.
Interview: Why Asset Prices Could Keep Surging
Posted April 3, 2021
I was recently interviewed by Keith Weinhold for Get Rich Education. We discussed why the Fed is unlikely to tighten Monetary Policy any time soon
Liquidity Surge Update
Posted March 23, 2021
Liquidity in the Financial Markets continues to surge. Bank Reserves swelled by a QUARTER OF A TRILLION DOLLARS last week alone. Reserves have risen by
Inflation Won’t Force The Fed To Tighten in 2021
Posted February 20, 2021
Monetary Policy in the United States is extraordinarily loose. The Federal Funds Rate is very close to 0% and the Fed is creating $120 billion a
What’s Driving Tech Stocks: Liquidity, Fundamentals or Both?
Posted February 7, 2021
Two years ago, Macro Watch made a three-part series on the six largest US Tech Giants, ranked by the size of their spending on Research
Credit: A Year Like No Other
Posted January 2, 2021
The latest Macro Watch video looks at some of the extraordinary developments in US credit and wealth during the first three quarters of 2020. It
Understand Money
Posted October 24, 2020
Monetary Policy is the US government’s most powerful economic policy tool. The Fed is currently creating $120 billion a month and pumping it into the
Bank Reserves Are Irrelevant. QE Works!
Posted October 16, 2020
Many people believe that when the Fed creates money through Quantitative Easing, that that money simply gets stuck in the banks as Bank Reserves and
Trillions At Stake In Upcoming FOMC
Posted September 11, 2020
A lot is riding on the Fed’s FOMC meeting next week. One misstep could send asset prices crashing. The new Macro Watch video discusses the factors
Will The Dollar Collapse?
Posted July 11, 2020
A few years ago, Macro Watch published a video called The Dollar Standard: No Replacement In Sight. It explains how the Dollar became the principal international reserve
Yield Curve Control Coming Soon
Posted June 27, 2020
The Fed is likely to adopt Yield Curve Control as its primary policy tool to manage the level of interest rates in the United States. The
Stocks: Boom or Bust?
Posted June 13, 2020
It is difficult to imagine a worse economic environment. The US economy is expected to contract by between one third and one half during the