Subject: Liquidity Tsunami Update
Liquidity Tsunami Update
March 12th, 2021 at 3:44 pm +07Liquidity Tsunami Update 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 the funds in the Treasury General Account (i.e., its bank ac ...
Liquidity Tsunami May Drive Asset Prices Much Higher
March 6th, 2021 at 4:36 pm +07Liquidity Tsunami May Drive Asset Prices Much HigherA Tidal Wave of Liquidity may soon be injected into the Financial System. If it is, asset prices could rocket higher. The Treasury Department estimates that it will run down the funds in its bank ac ...
Will Bond Yields Spike and Crush The Markets?
February 28th, 2021 at 6:39 pm +07Will Bond Yields Spikeand Crush The Markets? A rout in the bond market last week sent government bond yields sharply higher and the price of a broad range of speculative assets painfully lower. For instance, Tesla lost nearly 12%. Even the price of G ...
Inflation Won't Force The Fed To Tighten in 2021
February 20th, 2021 at 1:45 pm +07Inflation Won't Force The Fed To Tighten in 2021Monetary Policy in the United States is extraordinarily loose. The Federal Funds Rate is very close to 0% and the Fed is creating $120 billion a month through Quantitative Easing. This extremely loose M ...
What's Driving Tech Stocks: Liquidity, Fundamentals or Both?
February 7th, 2021 at 12:18 pm +07What's Driving Tech Stocks: Liquidity, Fundamentals or Both?Two years ago, Macro Watch made a three-part series on the six largest US Tech Giants, ranked by the size of their spending on Research and Development: Amazon, Alphabet, Intel, Microsoft, A ...
Stimulus, Inflation, Stocks and Gold: What's Ahead?
January 16th, 2021 at 4:27 pm +07Stimulus, Inflation, Stocks Gold:What's Ahead?A $900 billion stimulus bill was passed by Congress in December. President-elect Biden has just proposed a new $1.9 trillion Covid relief package. Moreover, with the Democrats soon to be in charge of Cong ...
Credit: A Year Like No Other
January 2nd, 2021 at 1:14 pm +07Credit:A Year Like No OtherThe latest Macro Watch video looks at some of the extraordinary developments in US credit and wealth during the first three quarters of 2020. It also considers what these developments have to teach us about how the outcome ...
Big Stimulus Rally Ahead For Stocks and Gold?
December 22nd, 2020 at 7:09 pm +07Big Stimulus Rally Ahead for Stocks and Gold?An $892 billion stimulus bill was passed by Congress last night. It is likely to push the price of stocks, gold and other asset classes higher. The new Macro Watch video explains why. This video is 7-minu ...
Why China's Winning
December 18th, 2020 at 10:24 am +07Why China's WinningChina’s economy is on track to overtake the United States economy as the largest in the world in less than eight years, if current trends continue. In 1990, the US economy was 15 times larger than China’s economy. Last year, it ...
What The US Must Learn From Japan
November 28th, 2020 at 9:19 am +07What The USMust Learn From JapanThe new Macro Watch video compares the Japanese economic policy response to Covid-19 with that of the United States – in terms of its impact on government debt, central bank balance sheets, the Money Supply, interest ...