Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS PUBLIC FRUSTRATION WITH THE ECONOMY IS ACCELERATING! OBSERVATIONS: The Bidenomics Scorecard As We Enter An Election Year… An increasing number of surveys clearly show the US public is frustrated with the economy. The simple reality is people are worse off today than […]
MACRO US Economy Key Drivers
ELECTION YEAR “GIMMICKS” ABOUT TO UNFOLD
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS ELECTION YEAR “GIMMICKS” ABOUT TO UNFOLD OBSERVATIONS: Yellen’s Treasury “Gimmicks” Are Coming! It likely comes as no surprise to you that the U.S. federal government has borrowed so much money over the past year that it has had to spend one-fifth of all […]
BIDENOMICS: BASICALLY CENTRAL PLANNING WITH A NEW TITLE!
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO US ECONOMICS BIDENOMICS: BASICALLY CENTRAL PLANNING WITH A NEW TITLE! In the last newsletter we discussed the Biden Administration’s newly launched Bidenomics focus by pointing out the mis-information, mis-direction, fabrications and data manipulation that it encompassed. What we didn’t have time to discuss […]
THE ONE QUESTION YOU MUST ANSWER!
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO ECONOMICS THE ONE QUESTION YOU MUST ANSWER! We try quite hard to keep these newsletters focused on the key “signals” not the “noise”. So let me clearly state in simple terms what should be obvious to all our long term readers by now. […]
ARE WE THERE YET??
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO ECONOMICS ARE WE THERE YET?? We believe eventually a Recession in the US will be officially labeled as beginning in Q3 2023. We expect current weakening economic conditions to accelerate in Q3 and to take us into negative GDP growth. This week’s LEI, […]
THE BULLWHIP EFFECT COMETH!
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO ECONOMICS THE BULLWHIP EFFECT COMETH! The Bullwhip Effect has become well understood by the post Covid-19 Global Supply Chain. It has resulted in a heightened appreciation of the distortions, costs incurred and margin impact from a lack of clear and reliable demand projections. […]
A DIS-INFLATION / DEFLATIONARY WAVE LOOMING
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION-DEFLATION A DIS-INFLATION / DEFLATIONARY WAVE LOOMING Deflation historically comes from rising job losses and elevated levels of national unemployment. Consumer stops spending, which in turn forces prices to be taken down by producers to sustain cashflow and financial survival at […]
PREPARATIONS FOR THE POST DEBT CEILING MARKET
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 […]
ECONOMIC INDICATORS STEADILY DETERIORATING
Gordon T Long Global Macro Research | Macro-Technical Analysis tipping points BOND MARKET ECONOMIC INDICATORS STEADILY DETERIORATING This week we do a deep dive into the deluge of economic indicators to see if there is consistent message signalling the realities of an imminent US Recession. THERE WAS! The only good news we witnessed was […]
BROADENING & DESTABILIZING SHOCK WAVES
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US ECONOMY ECONOMIC INDICATORS BROADENING & DESTABILIZING SHOCK WAVES We have mistakenly and naively inserted Instability into a World of Incredible Complexity. The result has been and will continue to be broadening cascading shocks! SEQUENTIAL SERIES OF BROADENING CASCADING SHOCKS: SHOCK 1: COVID-19 […]