Subject: Aggressive Fed Tightening May Sink Markets
Aggressive Fed Tightening May Sink Markets
January 20th, 2022 at 11:35 am +07Aggressive Fed Tightening May Sink MarketsThe 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 the Fed intends to: End Quan ...
Still Standing
January 10th, 2022 at 1:50 pm +07Still StandingWhen the Covid pandemic began to crush the US economy in March 2020, Macro Watch published a series of videos on the subject, including one called “Recession or Depression?” (March 15th, 2020). That video stated: “Whether the US ...
Risks Are High And Rising
December 20th, 2021 at 1:02 pm +07Risks Are High And Rising 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 the United States. The most important takeaways are that: Credit grow ...
Very Bad Things May Happen Due To The Fed's Hawkish Pivot
December 6th, 2021 at 7:47 pm +07Very Bad Things May Happen Due To The Fed's Hawkish PivotIn Congressional testimony last week, Fed Chairman Powell made a “Hawkish Pivot” when he suggested that the Fed was likely to accelerate the pace of Tapering and end Quantitative Easing a f ...
Great New Interview: Highly Recommended
December 4th, 2021 at 5:34 pm +07Great New Interview: Highly RecommendedA few days ago I was interviewed by Tom Bodrovics for Palisades Gold Radio. I believe this was one of the best interviews in a long time. I hope you will agree. Click on the link below to listen to it now. Af ...
Creditism In China
November 29th, 2021 at 1:45 pm +07Creditism In ChinaThe latest Macro Watch video is the second in a series focusing on the potential consequences of the crisis now unfolding in China’s all-important property sector. Drawing on “The Lessons From China’s Last Economic Crisis”, ...
Lessons From China's Last Economic Crisis
November 15th, 2021 at 1:02 pm +07Lessons From China's Last Economic CrisisDuring 2015, China’s economy experienced a serious downturn that caused a global recession. Credit growth in China had been running out of control, Investment far exceeded Consumption and the rest of the wor ...
How Threatened Is China's Economy?
November 6th, 2021 at 9:44 am +07How Threatened Is China's Economy?China’s economy is facing grave challenges. Given the rising tensions with the West, the outlook for continued export-led growth appears dim. At home, China’s giant property bubble has begun to deflate. During th ...
Inflation Slowed Sharply in Q3
November 3rd, 2021 at 10:01 am +07Inflation Slowed Sharply In Q3Newspaper headlines give the impression that Inflation in the United States is very high and running totally out of control. But those headlines are misleading. Inflation peaked in the second quarter. The month-on-month ...
Interview: Inflation, Liquidity, Evergrande
October 30th, 2021 at 1:30 pm +07Interview: Inflation, Liquidity, EvergrandeI recently had a very good conversation with Buck Joffrey for the Wealth Formula Podcast. I highly recommend you listen to it. Topics include: The many reasons inflation will not remain high.Why the Liqui ...