How to Profit From the Dollar’s Next Big Drop
Posted September 16, 2025
The Dollar has already fallen sharply against the Euro and the Yen this year. But if President Trump succeeds in reshaping Federal Reserve policy —
Tag Archives: Quantitative Easing
Trump’s Conquest of The Fed Will Unleash Wealth Bonanza,Dollar Crash, State-Directed Capitalism
Posted August 26, 2025
With the firing of Fed Governor Lisa Cook, President Trump is moving rapidly to take absolute control of the Federal Reserve. If he succeeds, US
Tariffs, Inflation and The Fed’s Final Days
Posted August 12, 2025
President Trump’s new trade deals are about to trigger the most radical shift in US tariff policy in nearly a century. The average tariff rate
Tariffs: The End Of Easy Money?
Posted July 31, 2025
For more than forty years, the United States’ massive Current Account Deficits have been the primary engine of global economic growth. They have fueled an
Do You Know How The Fed Cuts Interest Rates?
Posted September 24, 2024
You will have heard that the Fed reduced the Federal Funds Rate by 50 basis points last week. But do you know HOW the Fed
Credit Creation Drives The Economy Now
Posted August 8, 2024
When the United States stopped backing Dollars with Gold in 1968, that change unleashed an explosion of Credit that fundamentally altered the nature of our
Money Creation Since 1914
Posted July 11, 2024
Congress ended the requirement that the Federal Reserve hold Gold to back the Money it created in 1968. Afterward, there were no longer any constraints on
Wealth Bonanza: Risks and Opportunities
Posted June 26, 2024
There has been an extraordinary surge in Wealth in the United States since the end of 2019. Household Wealth soared by $44 trillion or by
Introducing Creditism 101
Posted May 30, 2024
From today, Macro Watch will begin rolling out a long series of short videos that will explain everything necessary to understand how the economy works
The Investor’s Podcast Interview 2024: Highly Recommended
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
Large Budget Deficits Won’t Push Up Interest Rates
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.
Recession in 2024?
Posted December 29, 2023
Will the United States fall into Recession in 2024? Trends in Credit Growth suggest it will. It is important to monitor and forecast trends in
Great New Books Network Podcast Interview
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
Global Liquidity Is Tightening: Expect Trouble
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
Liquidity’s Tightening. Watch Out!
Posted July 12, 2023
One of the main themes of Macro Watch is that Liquidity Determines The Direction Of Asset Prices. This week Macro Watch shows that Liquidity is contracting
The Uncertain Outlook For Asset Prices
Posted April 27, 2023
Home prices in the US are falling and it is very probable that they will continue to fall. The future direction of stock prices, however,
Unchartered Territory
Posted April 14, 2023
Last year, Total Credit in the United States expanded by $5.1 trillion to $93.5 trillion. Total Credit first exceeded $1 trillion in 1964. Next year it will
Banking Crisis, Recession May Drive Stocks Higher
Posted March 27, 2023
Since the previous Macro Watch video on March 15th, the Systemic Banking Crisis of 2023 has spread and forced an abrupt adjustment to Monetary Policy.
Systemic Banking Crisis: 2023
Posted March 16, 2023
The failure of Silicon Valley Bank set off a systemic banking sector crisis in the United States late last week. It is not yet certain
Do Fed, ECB & BOJ Assets Drive The S&P 500?
Posted January 24, 2023
Changes in the Combined Total Assets of the Fed, ECB and BOJ appear correlated with movements in the S&P 500 Index. Of course, correlation does not prove causation. But