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
Tag Archives: Quantitative Easing
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
Interview on Rich Dad Radio
Posted May 7, 2021
I recently had a great conversation with my friends Robert and Kim Kiyosaki for Rich Dad Radio. So far, this interview has been viewed nearly 250,000
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
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 Tsunami May Drive Asset Prices Much Higher
Posted March 6, 2021
A Tidal Wave of Liquidity may soon be injected into the Financial System. If it is, asset prices could rocket higher. The Treasury Department estimates that
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
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
Big Stimulus Rally Ahead for Stocks and Gold?
Posted December 22, 2020
An $892 billion stimulus bill was passed by Congress last night. It is likely to push the price of stocks, gold and other asset classes higher. The
What The US Must Learn From Japan
Posted November 27, 2020
The new Macro Watch video compares the Japanese economic policy response to Covid-19 with that of the United States – in terms of its impact on
New Interview: Highly Recommended
Posted November 13, 2020
I was recently interviewed by Jim Baer for his podcast The Puck: Venture Capital and Beyond. Jim, who works in the world of venture capital and technology,
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
Dire Consequences Without New Stimulus
Posted October 3, 2020
If Congress fails to pass a new economic rescue bill soon, the United States is likely to experience a new severe economic downturn that could