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 […]
