Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO MONETARY POLICY BIG WEEK FOR CENTRAL BANKS OBSERVATIONS: PONZI & MADOFF WERE ONLY NIBBLING AT THE REALLY BIG GAME TO PLAY! Through the hidden tax of inflation, your income and savings are silently being confiscated by Washington, D.C. That is because the Federal […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO MONETARY POLICY POLITICAL WILL IS LACKING, WHILE RHETORIC IS OVERLY ABUNDANT! The reason inflation remains elevated today, despite coming off 40-year highs, is that government spending also remains elevated. Annualized data since June 2022 show that inflation has not been trending towards the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO MONETARY POLICY A QUICKLY STALLING GLOBAL ENGINE The global economy’s engine of growth has been dominated by China since the 2008 Financial Crisis. As we have documented many times since the GFC it has been Chinese credit growth and specifically the Chinese Credit […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY FINANCIAL REPRESSSION III: A Forced Regime Change The US debt problem is taking on a new and worrying complexion as announced layoffs begin showing in spiking unemployment numbers. The October ADP, JOLTS and Non-farm Payrolls (NFP) releases were clear warning signals. […]
FED CHAIRMAN POWELL PREPARES MARKETS FOR MONETARY EASING & FURTHER US$ DEBASEMENT As fully expected Fed Chairman Jerome Powell did not disappoint in signalling FOMC Rate cuts are ahead. Though the dollar did not appear to react, that is because it had weakened going into the much anticipated FOMC meeting and had already prepared by […]
DRAGHI PREPARES MARKETS FOR MONETARY EASING & FURTHER EURO DEBASEMENT Draghi outlined during the ECB’s annual conference in Sintra, Portugal that: The current EU outlook “remains tilted to the downside,” More stimulus will be needed if the outlook doesn’t improve. More interest-rate cuts and more QE are part of the central bank’s arsenal. Risks […]
JPM DRAMATICALLY REVERSES THINKING – NOW ALL IN ON BLOCKCHAIN? Read “IMF, WORLD BANK & BIS DETAIL ROADMAP FOR CENTRAL BANKS” to better understand the article below on possibly why JPM is so aggressively shifting. It has been nearly 18 months since JP Morgan CEO Jamie Dimon denounced bitcoin as a “scam” (while failing to […]
IMF, WORLD BANK & BIS DETAIL ROADMAP FOR CENTRAL BANKS During the Spring Meetings in Washington DC, the IMF and World Bank held their annual Development Committee conference which looked at the economic outlook and potential risks for the global economy. This along with recent reports from the BIS (Bank of International Settlements) lay out […]
BOJ NOW TOP 10 SHAREHOLDER IN 50% OF NIKKEI Japan’s central bank is quietly nationalizing its entire market. The BOJ has gone from being a Top 10 holder in 40% Japanese stocks last March, to 50% just one year later. The Bank of Japan Is Now A Top-10 Shareholder In 50% Of All Japanese Companies. […]
ALASDAIR MACLEOD: WHY MONETARY EASING WILL FAIL A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: MACRO MONETARY MATA: DRIVERS – INFLATION SOURCE: 02-07-19 – GoldMoney.com – Alasdair Macleod – “Why Monetary Easing Will Fail” MATASII SYNTHESIS: Monetary policy is doomed for three reasons. There is the empirical evidence of money and credit […]
