Aggressive Fed Tightening May Sink Markets
The 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
Still Standing
When 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
Risks 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
Very Bad Things May Happen Due To The FedR…
In 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
Great New Interview: Highly Recommended
A 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
Creditism In China
The 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
Lessons From China’s Last Economic Cris…
During 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
How 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
Inflation Slowed Sharply in Q3
Newspaper 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
Interview: Inflation, Liquidity, China Evergr…
I 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