Subject: Video Ready plus BOJ Primer

Video Ready plus BOJ Primer

December 22nd, 2022 at 5:04 pm +07

Video Ready plus BOJ PrimerEarlier this week, I uploaded a presentation entitled “More Wealth Destruction Ahead: Part Two”. The video accompanying that presentation is now ready to watch. It explains why Monetary Policy is likely to tighten signi ...

More Wealth Destruction Ahead: Part Two

December 19th, 2022 at 4:13 pm +07

More Wealth Destruction Ahead: Part TwoThe previous Macro Watch video showed that the Fed is tightening Monetary Policy much more aggressively in the current tightening cycle than during the previous one. But that, despite this, asset prices have fal ...

More Wealth Destruction Ahead, Part One

December 2nd, 2022 at 5:05 pm +07

More Wealth Destruction AheadThe Fed is tightening Monetary Policy much faster and more aggressively now than during the previous tightening cycle that ran from January 2014 to August 2019. While asset prices have fallen this year, they have not fal ...