Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY & FISCAL POLICY ELECTION MEDIA AVOIDING RESURGENCE OF INFLATION! MANDATE OBSERVATIONS: WHO WINS ERIE PA. WINS PA. – WHO WINS PA. WINS THE ELECTION! The Presidential Candidate that wins Pennsylvania is expected to win the election. Erie County PA has a […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY STAGFLATION’S LOOMING HOLD ON THE FED’S DUAL MANDATE OBSERVATIONS: WHAT WE HAVE FORGOTTEN ABOUT AMERICA Adam Smith wrote the landmark book “Wealth of Nations” in 1776. This was incredibly serendipitous that his thinking came into focus during that […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY GLOBAL LIQUIDITY AT UNPRECEDENTED LEVELS – INFLATION RE-IGNITED OBSERVATIONS: THE “GREED THEORY” OF INFLATION I felt this note from The American Institute for Economic Research is worth posting unedited. The inflation outlook has improved, but it is still […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY CHINA VERY NEAR A “WHATEVER IT TAKES” MOMENT! OBSERVATIONS: FED RATES CUTS ARE BEING DONE DIFFERENTLY. SILENTLY, WE ARE NOW FOOTING THE BILL! It appears that few people fully understand how the Fed actually reduces the Fed Funds […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US FISCAL POLICY THE COMING US SOVEREIGN WEALTH FUND OBSERVATIONS: REMEMBERING THE IRISH POTATO FAMINE WHILE GROCERY SHOPPING TODAY Living in the greater Boston area, I have come to know and appreciate the rich Irish heritage so evident in all facets of the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY THE CHANGING POST “GREAT MODERATION” ERA OBSERVATIONS: THE HIDDEN TAX OF INFLATION John Maynard Keynes – Father of Modern Economics: “By a continuing process of inflation, governments can confiscate, secretly and unobserved, an important part of the wealth of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY POWELL GREEN LIGHTS SEPTEMBER RATE CUTS OBSERVATIONS: “PRICE CONTROLS! – WHAT IS A HIGHLY POLITICAL KAMALA POSSIBLY THINKING?? I lived and worked in Canada in the ’70s and can tell you unequivocally that Price Controls don’t work and have never […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY TRUE MONEY SUPPLY & THE RATE OF CHANGE OF LIQUIDITY OBSERVATIONS: COMMODITIES ARE THE FIRST CASUALITIES OF GLOBAL CONFLICT EXPANDING THEATERS & ESCALATION OF GLOBAL CONFLICT We are presently witnessing: ISRAEL v HEZBOLLAH, HAMAS, HOUTHIS ISRAEL v IRAN – Waiting […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO JAPAN THE JAPANESE CARRY TRADE AS A PILLAR OF GLOBAL CREDIT MAY BE ENDING! OBSERVATIONS: KAMALA HARRIS IS TALKING TOO FAST & LOOSE WITH THE FACTS Watching Vice President Kamala Harris talk about her economic record would make even Pinocchio blush. With a straight face, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis tipping points BOND MARKET PREPARATIONS FOR THE POST DEBT CEILING MARKET The current Debt Ceiling wrangling will soon be resolved with the result being (as always) a dramatic increase in the debt ceiling. The establishment of a US debt ceiling has long been meaningless other […]
