Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO CHINA CHINA IS A SEPTIC PROBLEM FOR THE BIDEN ADMINSTRATION OBSERVATIONS: GET READY IN 2025 FOR TARIFFS AND TRADE WARS PURELY OPTICS – Doomed-to-Failure The rushed trip by Janet Yellen to meet with her Chinese counter-parts was billed to improve Sino-America relations. Festering, unresolved […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION HAS WAVE 2 OF INFLATION BEGUN? OBSERVATIONS: THE “COMMON MAN” CPI Since January 2021, the consumer price index, or CPI, has risen a cumulative 18%. Yet that measure obscures more than it reveals! Jason Trennert, founder of the brokerage and financial advisory […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FUNDAMENTALS A RISING EQUITY MARKET BUT SHRINKING STOCK TRADING VOLUMES? OBSERVATIONS: THE FED NEEDS TO STOP ELECTION YEAR CHEER LEADING & COACH! The Fed is making yet another big policy mistake similar to assessing AFTER COVID-19 that “inflation was only transitory”! The mistake […]
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 TIPPING POINTS INFLATION THE US HAS SLOWLY BEGUN IMPORTING INFLATION! OBSERVATIONS: THE REDISTRIBUTION OF WEALTH I remember visually and tentatively walking into the eastern University amphitheater of my first year Political Science class. It was 1968 and though Canada was far away from the Vietnam […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FUNDAMENTALS THE US IS ON THE VERGE OF POTENTIALLY ANOTHER MAJOR POLICY BLUNDER! OBSERVATIONS: US Asset Seizure of Russian Funds is Illegal – But Giving them To Another Country Is Financial Suicide! The US’s unprecedented freezing of U.S. dollars owned by a foreign […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS THE US CONSUMER THE CREDIT ADDICTED “YOLO” CONSUMER OBSERVATIONS: THE POLITICAL CLASS HAS SIMPLY LOST THEIR WAY Our US political leaders, (I like to call them the “Political Class” because they have become divorced from “Mainstreet”), have been very busy since the Biden Regime took […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO MONETARY & FISCAL POLICY UNDERSTANDING THE US CREDIT DEFAULT SWAP – US TREASURY CORRELATION OBSERVATIONS: CLOSELY WATCHING THE FED’S DECISION ON QUANTITATIVE TIGHTENING (QT) The Fed pays interest on Bank Reserves and on Reverse Repurchase Agreements to prevent interest rates from plunging. That’s […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO MONETARY & FISCAL POLICY THE FED FUNDS RATE IS EFFECTIVELY ALREADY FALLING! OBSERVATIONS: THE TARNISHED “MADE IN AMERICA” BRAND I spent a lot of years earlier in my career involved in Manufacturing and Global Supply Chains. I have written in these pages on why […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO MONETARY & FISCAL POLICY TREASURY REFUNDING DURING AN ELECTION YEAR’S DEFERRED DEBT CEILING WINDOW OBSERVATIONS: THE TWO AMERICAS WE LIVE IN – PART II Last week I shared with you some facts on the “Disconnected Elite” that originated from statistics produced by the polling firm Rasmussen […]
