Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO MONETARY POLICY POLITICAL WILL IS LACKING, WHILE RHETORIC IS OVERLY ABUNDANT! The reason inflation remains elevated today, despite coming off 40-year highs, is that government spending also remains elevated. Annualized data since June 2022 show that inflation has not been trending towards the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO GLOBAL GEO-POLITICS SHIFTING MULTI-POLAR PILLARS In this month’s UnderTheLens video (right), we outlined six major Macro Themes for 2023. One of these themes was the mounting Geo-Political pressures associated with the fallout of the shift to a multi-polar world. A development we first wrote […]
DE-DOLLARIZATION: CHINA DUMPS US TREASURIES AT FASTEST PAST IN 2 YEARS IN MARCH China sold $20.5B in US Treasuries in March. Other than a minor positive in February 2019, China has sold US Treasuries EVERY months since September 2018, China is the largest foreign owner of US Treasuries at $1.12T, [SITE INDEX — TIPPING […]
DE-DOLLARIZATION: FOREIGN CENTRAL BANKS UNRELENTING NET SELLERS OF US TREASURIES The US Treasury reports that overall, U.S. total cross-border investment was an $8.1 billion outflow in March: SUMMARY YOU NEED TO UNDERSTAND Foreign NET selling of Treasuries at $12.5b Foreign NET selling of equities at $23.6b Foreign net buying of corporate debt at $1.1b Foreign net […]
DE-DOLLARIZATION: CANADA SHOCKINGLY DUMPS $12.5B IN US TREASURIES? The biggest seller of Treasuries in March was shockingly Canada! Canada dumped $12.5 billion, the biggest drop since July 2011. [SITE INDEX — TIPPING POINTS – DE-DOLLARIZATION] A PUBLIC SOURCED ARTICLE FOR MATASII READERS REFERENCE: (SUBSCRIBERS & PUBLIC ACCESS) FAIR USE NOTICE This site contains copyrighted material […]
