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
Tag Archives: Silicon Valley Bank
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.
Interview: SVB, Technology and Politics
Posted March 21, 2023
Last week, just before I left New York, I was interviewed by Andrew Keen for his Keen On podcast. Named as one of the “100 most connected
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