Risks Are High And Rising
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
Tag Archives: Taper
Very Bad Things May Happen Due To The Fed’s Hawkish Pivot
Posted December 6, 2021
In Congressional testimony last week, Fed Chairman Powell made a “Hawkish Pivot” when he suggested that the Fed was likely to accelerate the pace of
Inflation Slowed Sharply in Q3
Posted November 2, 2021
Newspaper headlines give the impression that Inflation in the United States is very high and running totally out of control. But those headlines are misleading.
Interview: Inflation, Liquidity, China Evergrande
Posted October 30, 2021
I recently had a very good conversation with Buck Joffrey for the Wealth Formula Podcast. I highly recommend you listen to it. Topics include: The
Interview: Economic Crises
Posted October 8, 2021
I recently had a very interesting conversation with Kirk Chisholm for The Money Tree Investing Podcast. This interview provides a history of economic crises in
The Liquidity Tsunami Is About To End Abruptly
Posted September 25, 2021
On March 6th this year, Macro Watch published a video called “Liquidity Tsunami May Drive Asset Prices Much Higher”. It argued that during the months ahead
Slowing Inflation Won’t Stop Fed Tapering
Posted September 18, 2021
Inflation in the United States slowed sharply during August. The Core Consumer Price Index (Core CPI) rose 0.1% month-on-month in August. That was down from 0.9%
The Fed Has A Big Problem
Posted September 4, 2021
On Friday, the jobs report showed that only 235,000 new jobs were created in the United States during August. That was well below expectations of 728,000 new jobs. Up until
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
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
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
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