Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO MONETARY POLICY MOODY’S SNIFFED OUT SOMETHING BIG! OBSERVATIONS: TRUMP’S SAUDI TRIP & THE INVESTMENT DRIVEN PETRODOLLAR 2.0 The premise of the 1974 Petrodollar Agreement was that Saudi Arabia would only sell oil in dollars, which would stimulate demand for greenbacks as a reserve […]
Gordon T Long Global Macro Research | Macro-Technical Analysis US ECONOMICS FISCAL POLICY HOW OVERVALUED IS THE US DOLLAR? OBSERVATIONS: GOVERNMENT NEEDS TO OBEY THEIR OWN LAWS! In what universe does it make sense that the President of the United States has to sign an executive order to stop illegal aliens from receiving Social […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO MONETARY POLICY BIG WEEK FOR CENTRAL BANKS OBSERVATIONS: PONZI & MADOFF WERE ONLY NIBBLING AT THE REALLY BIG GAME TO PLAY! Through the hidden tax of inflation, your income and savings are silently being confiscated by Washington, D.C. That is because the Federal […]
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 GLOBAL MACRO MONETARY POLICY A QUICKLY STALLING GLOBAL ENGINE The global economy’s engine of growth has been dominated by China since the 2008 Financial Crisis. As we have documented many times since the GFC it has been Chinese credit growth and specifically the Chinese Credit […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY FINANCIAL REPRESSSION III: A Forced Regime Change The US debt problem is taking on a new and worrying complexion as announced layoffs begin showing in spiking unemployment numbers. The October ADP, JOLTS and Non-farm Payrolls (NFP) releases were clear warning signals. […]
