Gordon T Long Global Macro Research | Macro-Technical Analysis tipping points BOND MARKET PREPARATIONS FOR THE POST DEBT CEILING MARKET The current Debt Ceiling wrangling will soon be resolved with the result being (as always) a dramatic increase in the debt ceiling. The establishment of a US debt ceiling has long been meaningless other […]
Gordon T Long Global Macro Research | Macro-Technical Analysis tipping points BOND MARKET ECONOMIC INDICATORS STEADILY DETERIORATING This week we do a deep dive into the deluge of economic indicators to see if there is consistent message signalling the realities of an imminent US Recession. THERE WAS! The only good news we witnessed was […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US ECONOMY ECONOMIC INDICATORS BROADENING & DESTABILIZING SHOCK WAVES We have mistakenly and naively inserted Instability into a World of Incredible Complexity. The result has been and will continue to be broadening cascading shocks! SEQUENTIAL SERIES OF BROADENING CASCADING SHOCKS: SHOCK 1: COVID-19 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US ECONOMY DEBT MARKET THE PIPER MUST BE PAID! Unfortunately I am old enough to remember clearly when there were no credit cards, everything was transacted in cash (or consequentially simply not transacted at all) and banks lived by Borrowing Long Term and […]
COLLAPSING PRODUCTIVITY WILL CHANGE EVERYTHING – MONETARY, FISCAL & PUBLIC POLICY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: US – INDICATORS – GROWTH SOURCE: 01-02-19 – Peter Diekmeyer – “Collapsing U.S. Productivity Changes Everything” YOUR MATASII RESEARCH TAKEAWAYS: Annual U.S. productivity gains have slipped from an average of 2.3% during the seven decades […]
