Is the Everything Bubble About to Pop?
Posted January 23, 2025
The year 2025 could mark a turning point for the global economy and financial markets. After years of extraordinary growth in asset prices fueled by
Posted January 23, 2025
The year 2025 could mark a turning point for the global economy and financial markets. After years of extraordinary growth in asset prices fueled by
Posted December 26, 2024
The United States is experiencing an extraordinary surge in wealth. During the third quarter of 2024 alone, U.S. household wealth increased by $4.8 trillion, bringing
Posted May 14, 2022
For a very long time now, every time the stock market has fallen significantly, the Fed has intervened, in one way or the other, to push it back
Posted April 15, 2022
Last week, the US Yield Curve inverted, meaning that the Yield on 2-Year government bonds rose above the Yield on 10-Year government bonds. When the
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