Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – FISCAL POLICY THE COST OF THE REGULATORY STATE OBSERVATIONS: RIGHT DIRECTION, WRONG STRATEGY, TERRIBLE IMPLEMENTATION Let me make it perfectly clear that I am a strong believer in Sustainability and Safe Guarding the environment. I believe it is the morally right […]
MACRO US Economy Key Drivers
IS AN INFLATIONARY DEPRESSION POSSIBLE?
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – MONETARY POLICY IS AN INFLATIONARY DEPRESSION EVEN POSSIBLE? OBSERVATIONS: IS AN INFLATIONARY DEPRESSION POSSIBLE? Two weeks ago I described in this column what I recently witnessed at our major Town Meeting to address a $6.5 Million dollar town budget deficit. As I think […]
STAGFLATION STEADILY SHOWING
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – MONETARY POLICY STAGFLATION STEADILY SHOWING OBSERVATIONS: “THERE IS TOO MUCH MONTH LEFT AT THE END OF THE MONEY!” I am witnessing young Americans increasingly dissatisfied! For them, like the elderly, the recent surge in prices for goods and services of everything […]
THE ADVANCING REGULATORY STATE
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – PUBLIC POLICY THE ADVANCING REGULATORY STATE OBSERVATIONS: BIDEN’S POLL NUMBER ADJUSTED DOWN FOR INFLATION LIKE YOUR PAY CHECK! When President Joe Biden was told by an interviewer that food prices are up 30 percent in four years, he completely dismissed it, countering […]
THE US TREASURY’S NEW “BUYBACK” PROGRAM IS QUANTITATIVE EASING (QE)
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – FISCAL POLICY THE US TREASURY’S NEW “BUYBACK” PROGRAM IS QUANTITATIVE EASING (QE) OBSERVATIONS: WASHINGTON BLUGEONS OLD YANKEE FRUGALITY Last night I attended an urgent special Town Meeting to address the seriousness of a proposed budget for the coming fiscal year. It […]
THE US CONSUMER IS SLOWLY BREAKING
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO US ECONOMICS THE US CONSUMER IS SLOWLY BREAKING OBSERVATIONS: I’M AN IMMIGRANT & DON’T LIKE WHAT IS HAPPENING TO NEW IMMIGRANTS! I am an immigrant to the US! I immigrated to the US over 35 years ago and I can tell you it […]
BIG WEEK FOR CENTRAL BANKS
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 […]
UNDERSTANDING THE US CREDIT DEFAULT SWAP – US TREASURY CORRELATION
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO MONETARY & FISCAL POLICY UNDERSTANDING THE US CREDIT DEFAULT SWAP – US TREASURY CORRELATION OBSERVATIONS: CLOSELY WATCHING THE FED’S DECISION ON QUANTITATIVE TIGHTENING (QT) The Fed pays interest on Bank Reserves and on Reverse Repurchase Agreements to prevent interest rates from plunging. That’s […]
THE FED FUNDS RATE IS EFFECTIVELY ALREADY FALLING!
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO MONETARY & FISCAL POLICY THE FED FUNDS RATE IS EFFECTIVELY ALREADY FALLING! OBSERVATIONS: THE TARNISHED “MADE IN AMERICA” BRAND I spent a lot of years earlier in my career involved in Manufacturing and Global Supply Chains. I have written in these pages on why […]
TREASURY REFUNDING DURING AN ELECTION YEAR’S DEFERRED DEBT CEILING WINDOW
Gordon T Long Global Macro Research | Macro-Technical Analysis US MACRO MONETARY & FISCAL POLICY TREASURY REFUNDING DURING AN ELECTION YEAR’S DEFERRED DEBT CEILING WINDOW OBSERVATIONS: THE TWO AMERICAS WE LIVE IN – PART II Last week I shared with you some facts on the “Disconnected Elite” that originated from statistics produced by the polling firm Rasmussen […]