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
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
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
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
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
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
Posted August 5, 2022
My new book, The Money Revolution: How To Finance The Next American Century, calls for the US government to fund a very aggressive Investment Program targeting
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 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
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
Posted December 20, 2021
The new Macro Watch video discusses the most important recent trends in credit growth and wealth creation based on the third quarter Financial Accounts of
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
Posted December 4, 2021
A few days ago I was interviewed by Tom Bodrovics for Palisades Gold Radio. I believe this was one of the best interviews in a
Posted November 2, 2021
Newspaper headlines give the impression that Inflation in the United States is very high and running totally out of control. But those headlines are misleading.
Posted October 30, 2021
I recently had a very good conversation with Buck Joffrey for the Wealth Formula Podcast. I highly recommend you listen to it. Topics include: The
Posted October 8, 2021
I recently had a very interesting conversation with Kirk Chisholm for The Money Tree Investing Podcast. This interview provides a history of economic crises in
Posted September 25, 2021
On March 6th this year, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It argued that during the months ahead
Posted September 18, 2021
Inflation in the United States slowed sharply during August. The Core Consumer Price Index (Core CPI) rose 0.1% month-on-month in August. That was down from 0.9%
Posted September 4, 2021
On Friday, the jobs report showed that only 235,000 new jobs were created in the United States during August. That was well below expectations of 728,000 new jobs. Up until
Posted August 20, 2021
The Fed is enormously profitable. In fact, if it were a corporation, the Fed would have been the most profitable corporation in the world last year. Luckily
Posted August 5, 2021
Bank Reserves topped $4 trillion for the first time last week. That is important because Bank Reserves are one measure of Liquidity in the Financial Markets. And