Tag Archives: Stock Market
Posted October 28, 2023
For more than a year, most economists, me included, have expected the United States economy to fall into a Recession. But that hasn’t happened. In fact,
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Posted September 28, 2023
This week, Macro Watch looks at trends in Credit Growth and Wealth Creation; and explains why those trends suggest the US economy will soon fall
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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.
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Posted June 29, 2022
For decades, the US economy has been driven by rapid Credit Growth and Asset Price Inflation. Since the Crisis of 2008, in particular, aggressive fiscal stimulus, ultra-low
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Posted June 18, 2022
The Fed hiked the Federal Funds Rate by a larger than expected 75 basis point on Wednesday to a range between 1.5% and 1.75%. Given that
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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
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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
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Posted March 13, 2022
Inflation is soaring. Now Russia’s war on Ukraine means that Inflation will remain high for much longer than would have been the case otherwise. Consequently, the
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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
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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
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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
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Posted March 12, 2021
Last week, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It suggested that as the Treasury Department spends down
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Posted February 28, 2021
A rout in the bond market last week sent government bond yields sharply higher and the price of a broad range of speculative assets painfully
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Posted February 7, 2021
Two years ago, Macro Watch made a three-part series on the six largest US Tech Giants, ranked by the size of their spending on Research
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Posted October 30, 2020
Household Wealth plunged by a record-breaking $7.2 trillion during the first quarter of 2020. It then recovered all of that and more, $7.6 trillion, during the
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Posted September 26, 2020
Although the subject of the new Macro Watch video is the irrelevance of Velocity in the 21stCentury, the video begins with a brief comment on
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Posted August 9, 2020
The Fed is likely to create significantly more money during the rest of this year than it has led the market to expect. If it does,
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Posted July 24, 2020
I was recently interviewed by Robert Helms and Russell Gray for The Real Estate Guys Podcast. Please find the link to the interview below. Topics include:
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Posted July 2, 2020
I had a really good conversation with Patrick Donohoe for the Wealth Standard podcast recently. I enjoyed this interview. Its length made it possible to go into
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Posted June 27, 2020
The Fed is likely to adopt Yield Curve Control as its primary policy tool to manage the level of interest rates in the United States. The
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