Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS TOO MANY TO FAIL! Over the recent holiday season I penned this year’s Thesis paper “A Great Stagflation”. I talked about the coming “Beta Drought Decade” that would usher in global stagflation and a series of unfolding events driven […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS AMERICA’S “POTTERSVILLE” NEARLY 80 YEARS LATER! In 1947 the classic Christmas movie “It’s A Wonderful Life” was released. The depiction of the banking turmoils of George Bailey fighting rival small town banker “Old Man Potter” warm the hearts of all […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS BIDEN BONDS TOO HOT FOR BANK COLLATERAL! The net of the current banking crisis is that: 1 – Biden’s Spending => 2 – Inflation => 3 – Exploding Yields => 4 – The Instability of Banks’ Core Stabilizing Asset […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS THE ‘TELLS’ OF SVB & POWELL’S CONGRESSIONAL TESTIMONY When the US’ 16th largest bank fails with $169B in uninsured deposits not covered by FDIC on a total asset base of $200B, markets panic! The collapse of the Silicon Valley Bank […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION PRESSURES STUBBORN INFLATION PRESSURES DELAYING FED PIVOT Weakening Inflation is not sticking to the script by coming down relatively quickly. Instead it is universally stubbornly coming in higher than expectations and actually increasing on a M-o-M basis. This isn’t just a US […]
