Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY WHERE THE MARKET PLUMBING IS NOW BROKEN! OBSERVATIONS: A MISSION STATEMENT & TARIFF BASICS Whether you want to call it a mission statement or what the current administration was elected to do, the following summarizes what the Trump administration campaigned on […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS US TRADE POLICY DOES TRUMP WANT (AND NOW NEEDS) A RECESSION? OBSERVATIONS: WHY IS DOGE REALLY NEEDED? Perhaps the best illustration of why America desperately needs the Department of Government Efficiency (DOGE) is that government workers cost 42.1% more than their private-sector counterparts, according to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS US INVESTMENT STRATEGY US R&D HAS FALLEN SERIOUSLY BEHIND CHINA OBSERVATIONS: US & CHINA LEADERSHIP VISIONS ARE INCREASINGLY A PROBLEM LEADERSHIP NEEDS TO PREPARE US FOR A NEW WORLD Since the Bush 1 era the world has been preoccupied by: GLOBALIZATION – Labor […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS REGIONAL FISCAL POLICY SUDDENLY EVERYONE CITING “WHATEVER IT TAKES!”? OBSERVATIONS: MIGHT TRUMP BE PLAYING 4-DIMENSIONAL GEOPOLITICAL CHESS? Under the terms of the EU’s Stability and Growth Pact (SGP), Member States pledged to keep their deficits and debt below certain limits: a Member State’s […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY DOGE VERSUS THE NON-AUDITABLE NGO FRAUD OBSERVATIONS: GOVERNMENT ACCOUNTABILITY & TRANSPARENCY Quarterly my colleague Charles Hugh Smith and I sit down to discuss a central theme that our independent research writings are surfacing.The video “The Roaring 20’s or the Great Depression 2.0?” is […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMICS GERMANY’S FISCAL POLICY GERMANY’S “WHATEVER IT TAKES” MOMENT OBSERVATIONS: THE BIDEN “EXCESS DEBT” RECESSION IS NEAR! The Federal Reserve Bank of Atlanta’s GDPNow model projection for real GDP growth in the first quarter of 2025 (Q1 2025) is now showing a slump to -1.5%. This […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY THE TRUMP / BESSENT 3-3-3 STRATEGY OBSERVATIONS: WHAT DOGE HELPS REMIND US ABOUT GOVERNMENT Though most would agree that too large a government could lead to an inefficient bureaucracy. Small is better to too small could create and even worse problems. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE TIME TO INVEST IN THE US & EU DEFENSE SECTORS? OBSERVATIONS: THE EU HAS ENTERED A DEATH SPIRAL OF ITS POLITICAL MAKING! The economy of the European Union operates on an inverted economic model. It puts entitlement spending as its pillar, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS INVESTMENT CYCLE TIME TO LOOK BROADER THAN US EQUITIES OBSERVATIONS: TRUMP MUST BEGIN TO RE-INDUSTRIALIZE AMERICA! I have written endlessly that one of the two central problems America faces and which must be solved is: THE US CONSUMES MORE THAN IT PRODUCES The […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY THE US GLOBAL TRADE IMBALANCE PROBLEM OBSERVATIONS: TARIFFS v EXCHANGE RATES v FREE TRADE The market analysts and so-called economists panicking over President Donald Trump’s tariffs must be at least somewhat relieved that he’s agreed to pause the ones he wants […]
