Subject: Liquidity’s Tightening. Watch Out!

Liquidity’s Tightening. Watch Out!

July 12th, 2023 at 4:38 pm +07

Liquidity’s Tightening. Watch Out! One of the main themes of Macro Watch is that Liquidity Determines The Direction Of Asset Prices. This week Macro Watch shows that Liquidity is contra ...

Higher For Longer Interest Rates May Rattle Markets

June 29th, 2023 at 2:13 pm +07

Higher For Longer Interest Rates May Rattle Markets This week Macro Watch examines the most recent trends in Credit Growth. It focuses on two important developments revealed in The Financ ...

The Indispensable Dollar Standard Will Not Be Displaced

June 14th, 2023 at 2:12 pm +07

The Indispensable Dollar Standard Will Not Be Displaced We frequently hear that the US Dollar will soon lose its status as the world’s leading international reserve currency and that Th ...

Lending Slowdown Suggests Rate Hike Pause

May 26th, 2023 at 12:49 pm +07

Lending Slowdown Suggests Rate Hike PauseFed Chairman Powell has said that the recent turmoil in the banking sector is likely to cause bank lending to slow; and that slower bank lending, ...

Download My Speech To Members Of Congress

May 17th, 2023 at 12:00 am +07

Download My Speech To Members Of CongressOn February 27th, I delivered a speech titled “How to Finance the Next American Century” before 15 members of the House Ways and Means Committ ...

BBC World Business Report Interview on the Debt Ceiling Crisis

May 11th, 2023 at 12:38 am +07

BBC Interview: The Debt Ceiling CrisisTonight, I discussed the US Debt Ceiling Crisis on the BBC’s World Business Report. I suggested that the Republicans in Congress are pursuing the w ...

Debt Ceiling Austerity: A Recipe for Stagnation and National Shame

May 9th, 2023 at 4:16 pm +07

Debt Ceiling Austerity: A Recipe for Stagnation and National Shame Republicans in Congress are once again insisting on a return to Austerity in exchange for lifting the country’s debt c ...

The Uncertain Outlook For Asset Prices

April 27th, 2023 at 4:18 pm +07

The Uncertain Outlook For Asset PricesHome prices in the US are falling and it is very probable that they will continue to fall. The future direction of stock prices, however, is much mo ...

Unchartered Territory

April 14th, 2023 at 3:15 pm +07

Unchartered Territory Last year, Total Credit in the United States expanded by $5.1 trillion to $93.5 trillion. Total Credit first exceeded $1 trillion in 1964. Next year it will top $100 ...

Banking Crisis, Recession May Drive Stocks Higher

March 27th, 2023 at 3:58 pm +07

Banking Crisis, Recession May Drive Stocks HigherSince the previous Macro Watch video on March 15th, the Systemic Banking Crisis of 2023 has spread and forced an abrupt adjustment to Mone ...