INFLATION IS NOT TRANSITORY! BOND & PRECIOUS METALS REACT AGGRESSIVELY TO CPI / PPI After Tuesday’s release of the dramatic PPI increase (8.6% Y-o-Y), then followed by Wednesday’s historical high CPI (6.2% Y-o-Y) the bond and precious metals finally reacted. The reports put to rest any doubt that high Inflation rates were not Transitory as […]
TP Rising Inflation Pressures & Interest Pressures
THE TICKING TIME BOMB: “OER”
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION PRESSURES FOLLOWING DETAILED ANALYSIS IS SUBSCRIBER CONTENT ONLY Subscribe to view full post content with supporting live charts SUBSCRIBE LOOK FOR INFLATION TO REMAIN ELEVATED & PERSISTENT! Markets are treating Inflation as both Cyclical and Transitory. It is not! It is Secular […]
WE ARE BELOW THE EVENT HORIZON!
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY WE ARE BELOW THE EVENT HORIZON! NOTE: We are having technical problems with a number of missing graphics below Temporarily see LINK for supporting graphics and/or read this post in a different format (recommended). I first mentioned the concept of […]
A HIDDEN INFLATION FLAW NOW EXPOSED
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION PRESSURES A HIDDEN INFLATION FLAW NOW EXPOSED Since the post inflation era of the 1970s the US government’s CPI metric has been designed primarily to hide inflation, not report it! A critical flaw within the statistical gimmicks implemented over the years […]
WHO IS ACTUALLY BUYING THE MASSIVELY SURGING US DEBT?
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION PRESSURES WHO IS ACTUALLY BUYING THE MASSIVELY SURGING US DEBT? Since March 2020 the US National Debt has exploded higher by historically unprecedented amounts. In only 15 months it has surged by $4.7 trillion to $28.14 trillion. This takes it to […]
THERE IS NEVER JUST ONE COCKROACH!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION PRESSURES THERE IS NEVER JUST ONE COCKROACH! Having been an active investor during the 2000 Dot-Com Bubble implosion and the 2008 Financial Crisis, one of the many lessons I learned from these events was how they suddenly brought to light a […]
A COMING GLOBAL SHIFT ACROSS INFLATION SENSITIVE ASSETS
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION A COMING GLOBAL SHIFT ACROSS INFLATION SENSITIVE ASSETS We have been arguing that though Inflation pressures are clearly with us, many of the underlying drivers are associated with bottlenecks in the ‘just-in-time’ (no inventory) global supply chains restarting from Covid-19 lock-downs. […]
WHAT INFLATION MEANS TO THE MARKETS?
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION WHAT INFLATION MEANS TO THE MARKETS We are presently caught in what has become a manic concern that inflation is approaching like a looming tidal wave. There is little doubt that Inflation continues to grow and broaden in scope. However, the […]
CONCURRENT INFLATION AND DEFLATION??
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION CONCURRENT INFLATION AND DEFLATION?? Markets normally price forward with an 8 month lead time on economic expectations. Today’s news often misinterprets market actions based on current news events versus explaining what the markets had anticipated 8 months earlier. However, the recent […]
RISING INFLATION YET RISING REAL RATES????
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INTEREST RATES RISING INFLATION YET RISING REAL RATES???? We clearly have mounting inflation pressures yet we are also seeing rising real rates. How exactly does that work?? To understand how this could happen is to understand what lies ahead! First, Real Rates […]