Balancing on the Edge: Critical Factors Impacting Markets in 2024
Posted August 22, 2024
The new Macro Watch video examines six critical factors that could have an outsized impact on the economy and the financial markets during the months
Posted August 22, 2024
The new Macro Watch video examines six critical factors that could have an outsized impact on the economy and the financial markets during the months
Posted June 26, 2024
There has been an extraordinary surge in Wealth in the United States since the end of 2019. Household Wealth soared by $44 trillion or by
Posted May 30, 2024
From today, Macro Watch will begin rolling out a long series of short videos that will explain everything necessary to understand how the economy works
Posted April 26, 2024
Total Credit in the United States first exceeded $1 trillion in 1964. This quarter it will blow past $100 trillion. This 100-fold increase in Credit
Posted February 28, 2024
US Government Debt will increase by $22 trillion or by 85% over the next 10 years to $48 trillion, according to a recent report from
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
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
Posted August 15, 2023
This week Macro Watch examines the liabilities of five large central banks to explain how central banks create Money to pay for the assets they
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
Posted October 22, 2022
Today I would like to share with you a very interesting discussion I had recently with Kevin Coldiron and Niels Kaastrup-Larsen for the Top Traders
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
Posted May 27, 2022
Stocks and bonds have experienced a brutal selloff so far this year and the worst may still be ahead, with property prices likely to be
Posted April 30, 2022
Today’s Macro Watch video provides a synopsis of my new book, The Money Revolution: How To Finance The Next American Century. It explains why I wrote
Posted March 31, 2022
It is very important to monitor and forecast Credit Growth because in the 21st Century: Credit Growth Drives Economic Growth. If Credit grows by less
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
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
Posted April 10, 2021
Total Credit in the United States soared by an astonishing $8 trillion last year to $83.5 Trillion, well above the previous peak increase of $5
Posted January 2, 2021
The latest Macro Watch video looks at some of the extraordinary developments in US credit and wealth during the first three quarters of 2020. It
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
Posted December 19, 2019
Business Investment is weak in the United States despite the recent large corporate tax cuts. Household Consumption, however, is holding up. Relatively strong Consumption has