Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS DID WAVE 2 OF INFLATION JUST BEGIN? OBSERVATIONS: BIDEN’S FAREWELL ADDRESS I remember as a boy listening to President Dwight D. Eisenhower, the 34th U.S. President, giving his farewell speech. He warned America about the powers of the Military-Industrial Complex. I didn’t […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS THE “FOURTH TURNING” IN THE MIDST OF A FULL POLITICAL TURN! OBSERVATIONS: BANKRUPTCIES SENDING EARLY WARNINGS US corporate bankruptcies have hit their highest level since the aftermath of the global financial crisis as elevated interest rates and weakened consumer demand punish struggling […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS 2024 HANGOVER: ELECTION GAMESMANSHIP & THE WEALTH EFFECT OBSERVATIONS: IT’S THE DEBT CEILING ONCE AGAIN! The recent spat in Congress over what was to be contained in the Continuing Resolution (CR) to keep the government open was quite telling about what may […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY THE TRUMP TRADE DEFICIT CHALLENGE OBSERVATIONS: I REMEMBER WHEN WE WERE ALL KENNEDY DEMOCRATS! Attending a Canadian University, I can vividly recall my first year Political Science class like it was yesterday. I walked into the initial lecture to unexpectantly realize […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY BLOATED GOVERNMENTS ARE A MAJOR 21st CENTURY PROBLEM OBSERVATIONS: FINALLY, A REAL SUPPLY SIDE PUBLIC PLAN! Markets and economists are beginning to recognize that a serious rationalization of spending is the only way to prevent a debt crisis and reduce inflation […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMIC POLICY THE UNSHACKLING OF AMERICA OBSERVATIONS: CHANGE IS UNDERWAY The president-elect has wasted no time in assembling his team of disciples. You can break the forces of change down into four discrete buckets: i)Justice, ii) Health, iii) National security and iv) Economic Revitalization. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY TRUMP TARIFFS & TRADE WARS OBSERVATIONS: AN EPOCHAL EVENT & VESSEL OF DIVINE INTERVENTION? President Donald Trump’s election victory on November 5 was an epochal event in American history. The American people gave Trump a mandate with almost 51% of the vote. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY WHY DOES TRUMP WANT TO BE THE CRYPTO PRESIDENT? OBSERVATIONS: A RENAISSANCE TO REPAIR, REPRIVATIZE & REJUVINATE THE ECONOMY Asset prices are fickle and long-term economic performance is the ultimate measuring stick. But recent days prove markets’ unambiguous embrace of the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY THE “TRUMP” TRADE OBSERVATIONS: FISCAL INVESTMENT versus FISCAL SPENDING President Ronald Reagan got it and so did Donald Trump (sort of) in his first term. There is a major difference between Government Fiscal Investment and Government Fiscal Spending. Both will potentially […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY TWO VERY BAD FISCAL CHOICES! OBSERVATIONS: RAPIDLY EXPANDING BIG GOVERNMENT FACT: No matter who you vote for, we are going to get increasingly larger rates of debt growth and bigger government. With either candidate we are going to see over 25% of […]
