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 […]
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 […]
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 […]
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. […]
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, […]
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. […]
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 […]
