Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO US ECONOMICS THE BIDENOMIC LIQUIDITY PUMP IS EASING FINANCIAL CONDITIONS Last week we outlined how the stealth Bidenomics Liquidity Pump is presently working. The proof of its effectiveness is the Goldman Sachs Financial Conditions Index, which is now at its ‘easiest’ since the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO US ECONOMICS THE STEALTH BIDENOMIC LIQUIDITY PUMP The tightening of credit and lending has been underway since the beginning of 2023, yet there seems to be plenty of credit and spending? Shouldn’t we have seen more impact by now? The answer is yes […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO GLOBAL ECONOMICS HIGHER TAXES AND LOWER REAL WAGES AHEAD! The entire burden of central bank rate hikes and failed monetary poilcy has become a huge burden to primarily families and small businesses. Meanwhile, large corporations and governments are virtually unaffected. I increasingly hear this […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO GLOBAL ECONOMICS THE TRIFECTA RACE The race is underway on what will deliver the hardest blow to the coming US recession. It will either be: A liquidity shock of the increased funding of the US Treasury’s TGA, as a result of the massive increase […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL RECESSION GLOBAL RECESSION NOW IN THE CARDS! A TWO YEAR $5-$5.5 TRILLION GLOBAL GDP HIT WON’T QUICKLY BE MADE UP ASSURING GLOBAL RECESSION! The coronavirus pandemic has been widely expected to rob the global economy of more than $5 trillion of growth over the next […]
IMF’S DIRECTION OF TRADE CHART A REALITY ‘WAKE-UP CALL’ “The world economy has been in a significant slowdown for a period. People just have to wake up and look at the trade data.’’ – James Bevan, chief investment officer at CCLA Investment Management. But the best way to visualize just how serious the threat to […]
A ‘GLOBALLY SYNCHRONIZED DOWNTURN’ THE CENTRAL BANKERS WILL FAIL TO STOP Since the GFC the Global Real GDP of Advanced Economies has consistently not achieved the expectations of a “Synchronized Global Recovery”. Instead we continue to fall short without accepting the realization that the Global Economy has begun a period of “Stagnation”. HERE WE GO […]
SOUTH KOREAN ECONOMY: THE GLOBAL TRADE REVENUE REALITY Korean Exports are now Down 8.2% One of the most-followed bellwethers for global growth just flashed another death-knell warning. Economy Unexpectedly Plunges Most In A Decade, South Korea’s gross domestic product unexpectedly shrank in Q1, dropping 0.3% QoQ (against expectations of a 0.3% rise). This is the biggest contraction in a decade as […]
GLOBAL TRADE COLLAPSE NOW FRIGHTENINGLY ON PAR WITH DOTCOM & GFC FALLOUT’S “An industrial slump has been triggered by a perfect storm of factors, including China’s slowdown, the car industry downturn, Brexit paralysis and Donald Trump’s attempt to upend the international trade system with tariffs on European and Chinese goods,” — The Telegraph. According to […]
WTO TRADE INDICATOR CONFIRMS SLOWER GLOBAL TRADE GROWTH COMING IN Q1 2019 A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-19-19 – WTO – “WTO trade indicator points to slower trade growth into first quarter of 2019” MATASII SYNTHESIS: The simultaneous decline of several trade-related indicators should put policy makers on guard […]
