Recession in 2024?
Posted December 29, 2023
Will the United States fall into Recession in 2024? Trends in Credit Growth suggest it will. It is important to monitor and forecast trends in
Tag Archives: Stock prices
Lending Slowdown Suggests Rate Hike Pause
Posted May 26, 2023
Fed Chairman Powell has said that the recent turmoil in the banking sector is likely to cause bank lending to slow; and that slower bank
Debt Ceiling Austerity: A Recipe for Stagnation and National Shame
Posted May 9, 2023
Republicans in Congress are once again insisting on a return to Austerity in exchange for lifting the country’s debt ceiling. Austerity can only lead to
Higher Interest Rates Will Destroy Wealth
Posted March 10, 2023
Fed Chairman Jerome Powell’s remarks before the Senate on March 7th were very hawkish and suggest the Fed will raise the Federal Funds Rate significantly
Interview: The Credit Bubble Popped
Posted February 18, 2023
I was recently interviewed by Addison Wiggin for his podcast The Wiggin Sessions. Addison is a financial writer, publisher, filmmaker and the author or co-author
Creditism In Crisis?
Posted October 16, 2022
Another set of very bad Inflation numbers was released on Thursday. The headline CPI index was up 8.2% from one year ago, little changed from the
Watch Out: Something Is Going To Break!
Posted September 28, 2022
Last week, the Fed shocked investors when it released new projections showing that it now expects to increase interest rates significantly more than it had
2008 vs. 2020: Crisis, Response, Recovery
Posted August 26, 2022
The new Macro Watch video compares the US government’s policy response to the two great economic calamities of our time: the Crisis of 2008 and the economic crisis
Still Standing
Posted January 10, 2022
When the Covid pandemic began to crush the US economy in March 2020, Macro Watch published a series of videos on the subject, including one
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
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
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
Interview: Inflation, Liquidity and MMT
Posted May 13, 2021
I was recently interviewed by Andy Tanner for the Cashflow Academy podcast. Whenever I speak with Andy, I always end up feeling smarter and happier. It’s
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
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 Update
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
Recommended Interview: How Much Will The Fed Print This Time?
Posted December 24, 2019
I recently had a particularly interesting conversation with Cris Sheridan of Financial Sense Newshour. I highly recommend it. The topic? The most extraordinary Monetary
Quantitative Easing Round Four
Posted October 12, 2019
A new round of Quantitative Easing began yesterday when the Fed announced that it would create $60 billion a month to buy US government securities.