Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO IMMIGRATION THE TAX PAYER COST FOR UNCONTROLLED IMMIGRATION OBSERVATIONS: WHAT KIND OF ECONOMY HAVE WE WROUGHT? A PART TME WORK ECONOMY: The hard fact is virtually all the jobs added YTD are part-time jobs. Full-time jobs have actually been disappearing since December of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO CHINA CHINA IS A SEPTIC PROBLEM FOR THE BIDEN ADMINSTRATION OBSERVATIONS: GET READY IN 2025 FOR TARIFFS AND TRADE WARS PURELY OPTICS – Doomed-to-Failure The rushed trip by Janet Yellen to meet with her Chinese counter-parts was billed to improve Sino-America relations. Festering, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO CHINA CHINA HAS LOST ITS COMPETITIVE ADVANTAGE OBSERVATIONS: THE TWO AMERICAS WE LIVE IN There are two Americas that few seem to fully appreciate. I am not talking about the Rich versus Poor, nor the Haves versus the Have nots, nor the Liberals versus the Conservatives, […]
VIDEO: 41 Minutes with 45 Supporting Slides
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CHINESE CONTAGION: A CENTRAL ISSUE IN 2022! This month’s November UnderTheLens video unfortunately could only begin to touch the surface of broadening issues underway in China which will soon ‘spill over’ and take both the world economy and global Geo-Politics with […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CRACKS IN CREDIT AND POTENTIAL CASCADING VaR CONSEQUENCES We warned in last months UnderTheLens video “The Crowd Will Be Wrong About The Coming Market Top!” that it was important to watch the Credit Markets for early warnings and confirmations. Traditionally, this […]
TRADE WAR REALITY: A LONG TERM BIFURCATED GLOBAL “COLD WAR” ECONOMY The new long-term reality is an increasingly and deliberately bifurcated global economy! The US and its allies VERSUS China. If it sounds familiar – it should in terms of 1945-89. The West won the last Cold War on the same basis – and the […]
HUAWEI MAY HAVE PUSHED US-CHINA NEGOTIATIONS INTO A TRADE WAR China is a very dangerous adversary, and a protracted trade war would be truly disastrous for the entire global economy. A former Macro Analytics guest writes: Trump essentially took a sledgehammer to Chinese telecommunications giant Huawei. When the Commerce Department put Huawei on the “Entity […]
CHINA’S MANIPULATED DATA WILL NOT SAVE THE MACRO OUTLOOK Ambrose Evans-Pritchard wrote in the UK telegraph an article entitled “Hold the champagne, China is not recovering and cannot rescue the West again” I have extracted IMHO the salient points which fundamentally points out the global impact of clearly manipulated economic data. This along with other […]
A WORSENING US-CHINA RELATIONSHIP ‘IN THE CARDS’ A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: REGIONAL – CHINA SOURCE: 03-05-19 – Mike Krieger via Liberty Blitzkrieg blog – “Don’t Believe The Hype – Expect A Worsening Of US-China Relations” FULL SOURCE FOR FURTHER DETAILS: Don’t Believe The Hype – Expect A Worsening […]
