VIDEO: 41 Minutes with 45 Supporting Slides
MACRO Global Regional China
CHINESE CONTAGION: A CENTRAL ISSUE IN 2022!
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CHINESE CONTAGION: A CENTRAL ISSUE IN 2022! This month’s November UnderTheLens video unfortunately could only begin to touch the surface of broadening issues underway in China which will soon ‘spill over’ and take both the world economy and global Geo-Politics with […]
CRACKS IN CREDIT AND POTENTIAL CASCADING VaR CONSEQUENCES
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CRACKS IN CREDIT AND POTENTIAL CASCADING VaR CONSEQUENCES We warned in last months UnderTheLens video “The Crowd Will Be Wrong About The Coming Market Top!” that it was important to watch the Credit Markets for early warnings and confirmations. Traditionally, this […]
TRADE WAR REALITY: A LONG TERM BIFURCATED GLOBAL “COLD WAR” ECONOMY
TRADE WAR REALITY: A LONG TERM BIFURCATED GLOBAL “COLD WAR” ECONOMY The new long-term reality is an increasingly and deliberately bifurcated global economy! The US and its allies VERSUS China. If it sounds familiar – it should in terms of 1945-89. The West won the last Cold War on the same basis – and the […]
HUAWEI MAY HAVE PUSHED US-CHINA NEGOTIATIONS INTO A TRADE WAR
HUAWEI MAY HAVE PUSHED US-CHINA NEGOTIATIONS INTO A TRADE WAR China is a very dangerous adversary, and a protracted trade war would be truly disastrous for the entire global economy. A former Macro Analytics guest writes: Trump essentially took a sledgehammer to Chinese telecommunications giant Huawei. When the Commerce Department put Huawei on the “Entity […]
CHINA’S MANIPULATED DATA WILL NOT SAVE THE MACRO OUTLOOK
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 […]
A WORSENING US-CHINA RELATIONSHIP ‘IN THE CARDS’
A WORSENING US-CHINA RELATIONSHIP ‘IN THE CARDS’ A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: REGIONAL – CHINA SOURCE: 03-05-19 – Mike Krieger via Liberty Blitzkrieg blog – “Don’t Believe The Hype – Expect A Worsening Of US-China Relations” FULL SOURCE FOR FURTHER DETAILS: Don’t Believe The Hype – Expect A Worsening […]
CHINA’S NPC / CPPCC REPORT: SUGGESTS CHINA HAS BIG PROBLEMS!
CHINA’S NPC / CPPCC REPORT: SUGGESTS CHINA HAS BIG PROBLEMS! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: REGIONAL – CHINA SOURCE: 03-05-19 – Rabobank, Michael Every – “There Are Big Problems With China’s Annual Policy Report” FULL SOURCE: There Are Big Problems With China’s Annual Policy Report No Good (Start the […]
THE MARKET RALLY IS TIED TO CHINA’S CREDIT IMPULSE – HOW WE’RE DOING & WHAT TO WATCH
THE MARKET RALLY IS TIED TO CHINA’S CREDIT IMPULSE – HOW WE’RE DOING & WHAT TO WATCH A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: REGIONAL – CHINA MATASII SYNTHESIS: There are reports on the web that confirm the levels of liquidity that China has started flooding its financial markets with. […]