Subject: Credit Growth, Asset Prices and The Fed
Credit Growth, Asset Prices and The Fed
April 4th, 2019 at 4:37 am +07Credit Growth, Asset Prices and The FedBetween 1980 and 2008, Credit Growth drove Economic Growth. The ratio of Total Credit to GDP soared from 170% in 1980 to 370% in 2008. Since 2008, h ...
Alphabet’s World Changing “Other Bets”
March 21st, 2019 at 10:25 am +07Alphabet’s World Changing “Other Bets”In a recent video, we looked at Alphabet, the parent company of Google, along with the five other US tech giants. There we saw that Alphabet’ ...
The Tech Giants: Part Two
March 7th, 2019 at 11:23 am +07The Tech Giants: Part TwoThis video is the second in a series looking at the largest US tech giants ranked by R D Investment. Part One covered Amazon, Alphabet and Intel. Part Two covers M ...
The Tech Giants: Part One
February 26th, 2019 at 10:05 am +07The Tech Giants:Part OneThe new Macro Watch video is the first in a two-part series examining the six largest US tech giants, ranked according to the amount they invest in Research and Dev ...
Announcing A Course On Global Monetary Policy
February 15th, 2019 at 5:53 am +07Announcing A Course On Global Monetary Policy Monetary Policy is now arguably the most powerful force driving the global economy and the world’s financial markets. Central banks preven ...
The Fed's Historic Policy Shift
February 6th, 2019 at 5:54 am +07The Fed's Historic Policy ShiftThe Fed’s January 30th FOMC meeting produced one of the most consequential shifts in Monetary Policy that I can recall. Rate hikes were put on hold. Quanti ...
R&D: The Future Depends On It
January 22nd, 2019 at 1:00 pm +07R DThe Future Depends On ItInvestment in Research and Development (R D) today will be a decisive factor in determining which companies and which countries dominate the future. The new Macr ...
Podcast: Our Once In History Opportunity
January 10th, 2019 at 1:00 pm +07Podcast: Our Once In History OpportunityThe global economy may well collapse into a new Great Depression. But if it does, it will be due to policy mistakes, not because of some preordained ...
The Yield Curve Is Sending You A Warning
December 27th, 2018 at 7:32 am +07The Yield Curve Is Sending You A Warning The inversion of the yield curve is considered to be one of the most accurate predictors of recessions. It has inverted before every US recession s ...
Who Will Be Hurt By The US-China Trade War?
December 22nd, 2018 at 4:49 am +07Who Will Be Hurt By The US-China Trade War? Tensions between the United States and China intensified this month when the CFO of one of China’s largest tech companies was arrested in Cana ...
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