Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO US ECONOMICS BIDENOMICS: BASICALLY CENTRAL PLANNING WITH A NEW TITLE! In the last newsletter we discussed the Biden Administration’s newly launched Bidenomics focus by pointing out the mis-information, mis-direction, fabrications and data manipulation that it encompassed. What we didn’t have time to discuss […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO ECONOMICS THE ONE QUESTION YOU MUST ANSWER! We try quite hard to keep these newsletters focused on the key “signals” not the “noise”. So let me clearly state in simple terms what should be obvious to all our long term readers by now. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO ECONOMICS ARE WE THERE YET?? We believe eventually a Recession in the US will be officially labeled as beginning in Q3 2023. We expect current weakening economic conditions to accelerate in Q3 and to take us into negative GDP growth. This week’s LEI, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO ECONOMICS THE BULLWHIP EFFECT COMETH! The Bullwhip Effect has become well understood by the post Covid-19 Global Supply Chain. It has resulted in a heightened appreciation of the distortions, costs incurred and margin impact from a lack of clear and reliable demand projections. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION-DEFLATION A DIS-INFLATION / DEFLATIONARY WAVE LOOMING Deflation historically comes from rising job losses and elevated levels of national unemployment. Consumer stops spending, which in turn forces prices to be taken down by producers to sustain cashflow and financial survival at […]
IMF’S DIRECTION OF TRADE CHART A REALITY ‘WAKE-UP CALL’ “The world economy has been in a significant slowdown for a period. People just have to wake up and look at the trade data.’’ – James Bevan, chief investment officer at CCLA Investment Management. But the best way to visualize just how serious the threat to […]
FEDEX AGAIN SIGNALS THE GLOBAL RECESSION MAY BE ALREADY UNDERWAY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-12-19 – Michael Snyder via The Economic Collapse blog, – “FedEx Is Talking As If A Global Recession Has Already Begun… And The Numbers Back That Up” MATASII SYNTHESIS: We are facing the worst global […]
GLOBAL FORECAST CUT IN HALF BY ECONOMISTS AS “IT HAS TAKEN US BY SURPRISE!” A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: GLOBAL – ASSESSMENT SOURCE: 03-11-19 – – “Economists Cut Global Growth Forecast In Half, Admit Slowdown “Has Taken Us By Surprise”” MATASII SYNTHESIS: Bloomberg economics’ global GDP tracker has been downgraded to […]
GLOBAL SLOWDOWN IS NOW SERIOUS: WEAKEST GROWTH SINCE FINANCIAL CRISIS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-18-19 – Bloomberg – “Global Slowdown Leaves Growth Weakest Since Financial Crisis” MATASII SYNTHESIS: A UBS model suggests world growth slowed to a 2.1 percent annualized pace at the end of 2018, which it […]
WTO TRADE INDICATOR CONFIRMS SLOWER GLOBAL TRADE GROWTH COMING IN Q1 2019 A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-19-19 – WTO – “WTO trade indicator points to slower trade growth into first quarter of 2019” MATASII SYNTHESIS: The simultaneous decline of several trade-related indicators should put policy makers on guard […]
