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 […]
THE “TRANSITION STAGE” IN THE ROAD TO A FIAT CURRENCY FAILURE STAGE I: SLOWING REAL RATE OF GLOBAL ECONOMIC GROWTH Unsound Money & Fiat Currencies (Illusion of Money) Mispricing of Risk (Monetary Bond Policies: QQE, QE, TLTRO) Loss of Price Discovery (Monetary Short Rate Liquidity Policies) STAGE II: IMPAIRMENT OF CAPITALISM Distortions Create Fragility Investment […]
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 […]
CHINA’S MANIPULATED DATA WILL NOT SAVE THE MACRO OUTLOOK Ambrose Evans-Pritchard wrote in the UK telegraph an article entitled “Hold the champagne, China is not recovering and cannot rescue the West again” I have extracted IMHO the salient points which fundamentally points out the global impact of clearly manipulated economic data. This along with other […]
THE SMART MONEY NOW POSITIONED FOR LATE 2020 RECESSION & SECULAR STAGNATION Wall Street’s professional investors are preparing for the worst, with two-thirds once again falling into the “secular stagnation” camp ahead of what is now a consensus call for a recession in the second half of 2020. According to the latest monthly Fund Manager […]
FEDEX AGAIN SIGNALS THE GLOBAL RECESSION MAY BE ALREADY UNDERWAY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-12-19 – Michael Snyder via The Economic Collapse blog, – “FedEx Is Talking As If A Global Recession Has Already Begun… And The Numbers Back That Up” MATASII SYNTHESIS: We are facing the worst global […]
GLOBAL FORECAST CUT IN HALF BY ECONOMISTS AS “IT HAS TAKEN US BY SURPRISE!” A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: GLOBAL – ASSESSMENT SOURCE: 03-11-19 – – “Economists Cut Global Growth Forecast In Half, Admit Slowdown “Has Taken Us By Surprise”” MATASII SYNTHESIS: Bloomberg economics’ global GDP tracker has been downgraded to […]
MORGAN STANLEY SHOCKS WITH CALL THAT Q1 WILL MARK THE TROUGH A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: MACRO OUTLOOK SOURCE: 03-03-19 – “Commodities attempting breakout off 7-year support!” MATASII SYNTHESIS: Morgan Stanley is increasingly “inclined to believe that our house forecast of growth bottoming out in 1Q19, aided by a […]
GLOBAL SLOWDOWN IS NOW SERIOUS: WEAKEST GROWTH SINCE FINANCIAL CRISIS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-18-19 – Bloomberg – “Global Slowdown Leaves Growth Weakest Since Financial Crisis” MATASII SYNTHESIS: A UBS model suggests world growth slowed to a 2.1 percent annualized pace at the end of 2018, which it […]
EUROPE DETERIORATING QUICKLY: LIKELY IN, OR VERY NEAR THE VERGE OF RECESSION A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: MACRO OUTLOOK MACRO: REGIONAL – EU SOURCE: 02-13-19 – “”Things Are Deteriorating Quite Fast”: Europe Emerges As World’s “Weakest Link”” MATASII SYNTHESIS: According to Bloomberg, Europe has indeed emerged as the world’s […]
