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
Tag Archives: Quantitative Easing
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
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
Risks Are High And Rising
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
Very Bad Things May Happen Due To The Fed’s Hawkish Pivot
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
Great New Interview: Highly Recommended
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
Inflation Slowed Sharply in Q3
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.
Interview: Inflation, Liquidity, China Evergrande
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
Interview: Economic Crises
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
The Liquidity Tsunami Is About To End Abruptly
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
Slowing Inflation Won’t Stop Fed Tapering
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%
The Fed Has A Big Problem
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
The Fed Is More Profitable Than Apple
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
Liquidity Tsunami Update
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
The Investor’s Podcast Interview: 2021
Posted August 1, 2021
The Implications of Peak Inflation I was recently interviewed by Trey Lockerbie for The Investor’s Podcast. This was an excellent conversation that covers not only the
Lessons From Comparing The Four Largest Central Banks
Posted July 23, 2021
There is a great deal of concern in the United States regarding the large amount of money the Fed is creating through Quantitative Easing, currently $120
Peak Growth = Peak Inflation?
Posted June 24, 2021
The message from the Fed’s June 16th FOMC meeting was slightly more hawkish than the market had expected. It indicated that the first rate hike may
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
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