Gordon T Long Global Macro Research | Macro-Technical Analysis THESIS PAPERS UPDATE – 2018, 2019, 2020, 2021 THE FOURTH TURNING IS HAPPENING! In my daily exchanges with colleagues and subscribers it is quite clear there are opposing views of what is happening on the global stage. Feelings differ significantly from those held within America […]
DE-DOLLARIZATION: CHINA DUMPS US TREASURIES AT FASTEST PAST IN 2 YEARS IN MARCH China sold $20.5B in US Treasuries in March. Other than a minor positive in February 2019, China has sold US Treasuries EVERY months since September 2018, China is the largest foreign owner of US Treasuries at $1.12T, [SITE INDEX — TIPPING […]
DE-DOLLARIZATION: FOREIGN CENTRAL BANKS UNRELENTING NET SELLERS OF US TREASURIES The US Treasury reports that overall, U.S. total cross-border investment was an $8.1 billion outflow in March: SUMMARY YOU NEED TO UNDERSTAND Foreign NET selling of Treasuries at $12.5b Foreign NET selling of equities at $23.6b Foreign net buying of corporate debt at $1.1b Foreign net […]
DE-DOLLARIZATION: CANADA SHOCKINGLY DUMPS $12.5B IN US TREASURIES? The biggest seller of Treasuries in March was shockingly Canada! Canada dumped $12.5 billion, the biggest drop since July 2011. [SITE INDEX — TIPPING POINTS – DE-DOLLARIZATION] A PUBLIC SOURCED ARTICLE FOR MATASII READERS REFERENCE: (SUBSCRIBERS & PUBLIC ACCESS) FAIR USE NOTICE This site contains copyrighted material […]
THE COMING ‘BLACK SWAN’ IS ACCELERATING DE-DOLLARIZATION We have built markets bubbles based on false assumptions that have consequences. Accelerating De-Dollarization will soon be the “grim reaper” of reality! The coming Black Swan is De-Dollarization! FALSE ASSUMPTIONS The 1999 repeal of the Glass-Steagall Act of 1933 was in the best interests of the American economy […]
RICKARDS: DOLLAR DOMINANCE UNDER MULTIPLE CONVERGING THREATS Well respected Macro expert James Rickards (I have interviewed on a number of occasions) recently penned an article that supports many of the points we outlined in this years THESIS 2019: DE-DOLLARIZATION. The key points he makes are: RUSSIA is providing other nations a model to achieve creating […]
WHY RUSSIA IS BUYING GOLD & DUMPING US$ AT FASTEST PACE IN DECADES The dollar’s share of global central-bank reserves slumped to the lowest level since 2013 while holdings of the Chinese yuan rose for the fifth quarter in the past six In April and May, Russia’s central bank liquidated $81 billion in Treasurys, nearly […]
THESIS 2019: DE-DOLLARIZATION – DE-DOLLARIZATION ACCELERATES – CENTRAL BANKS DUMP DOLLAR IN Q4 FOR YUAN The dollar’s share of global central-bank reserves slumped to the lowest level since 2013 while holdings of the Chinese yuan rose for the fifth quarter in the past six The U.S. currency accounted for 61.7% of global allocated foreign-exchange reserves […]
THE DOLLAR IS CENTRAL TO THE NEXT CRISIS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-THESIS & PUBLIC THESIS ACCESS ) READERS REFERENCE THESIS 2019: DE-DOLLARIZATION SOURCE: 09-14-18 – GoldMoney, Alasdair MacLeod – “The dollar is central to the next crisis” YOUR MATASII RESEARCH TAKEAWAYS: In 2008, the yields on US Treasuries declined as investors sought safety from private […]
