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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL & MONETARY POLICY FISCAL & MONETARY STOPS BEING PULLED OUT FOR THE ELECTION OBSERVATIONS: FALSE EXPECTATIONS?? I find myself wondering if our global expectations can continue to be funded? I see massive global financing needs where credit creation must be taken to […]
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 […]
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 […]
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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO CHINA CHINA HAS LOST ITS COMPETITIVE ADVANTAGE OBSERVATIONS: THE TWO AMERICAS WE LIVE IN There are two Americas that few seem to fully appreciate. I am not talking about the Rich versus Poor, nor the Haves versus the Have nots, nor the Liberals versus the Conservatives, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY STEALTH LIQUIDITY STAGE II – THE ELECTION YEAR SET UP OBSERVATIONS: Americans Will Soon Be Asking Whether They Are Better Off Come This Election. From his first hours in office, Biden has waged a relentless war against American energy, canceling pipelines, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY US DEBT IS NOW A SERIOUS SYSTEMIC PROBLEM OBSERVATIONS: FLEEING POORLY RUN STATES CONTINUES The latest US census was just released on US population growth which grew by 1.6 million in 2023, with the South accounting for 87% of the growth. Texas and […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY A NERVOUS MARKET AWAITS THE NEW YEAR OBSERVATIONS: I WORRY ABOUT SO FEW INDICTMENTS & MSM REPORTING ON INCREASINGLY BLATANT CORRUPTION! The year 2023 will go down in U.S. banking history as the year in which the fastest bank runs in […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS POWELL JARS THE MARKETS – WHY?? OBSERVATIONS: The Hidden Truth About the US Labor Market If you want an example of misinformation, you need not look any further than the US Labor Market. It is a full time job trying to distill between […]
