Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY WATCH YELLEN NOT POWELL! Everyone’s eyes are on Federal Reserve Chairman Jerome Powell. Our eyes are on Treasury Secretary Janel Yellen! Why? As Powell has pushed rates up at an unprecedented rate, something can be fully expected to break. Historically, the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US DOLLAR STRENGTH TIME TO TALK THE US DOLLAR! The US Dollar’s rise is benefiting both from concerns that the latest wave of Covid-19 and China’s problems will dent global growth, and additionally from the perception that the Federal Reserve will need to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY & FISCAL POLICY A FINANCIAL SHOCKWAVE OF POLITICALLY DRIVEN POLICY BLUNDERS THERE WILL BE UNINTENDED CONSEQUENCES! We have been witnessing the wholesale and rapid withdrawal of central bank stimulus globally: Last week the ECB was the second giant to Taper bond […]
RECAP: PLANNED US TAX INCREASES Here is a recap of the planned tax increases being debated in congress and expected to be part of the Biden Regime’s $3T Tax Increases.
EXPECTED US DEBT CEILING & “CR” ROADMAP Here is our assessment of what to expect during the upcoming Congressional Debt Ceiling debate tied to the $3.5T Continuing Resolution (CR). Our conclusion is to expect Sub-Option-Plan A
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY THE COMING DEBT CEILING DEBACLE?? The Debt Ceiling debate was deferred for two years in 2019 with a bipartisan deal that expires July 31. The debt in 2019 was $984B. The Biden Budget for 2021 is expected to be $3 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis FEATURE ARTICLES MACRO – MONETARY & FISCAL POLICY TWO FLAWED HOPES: LIQUIDITY & STIMULUS For decades the “go to” strategy anytime financial turmoil, crisis or shocks impact the economy the solution has been two fold: i) Central Banks to immediately inject large amounts of Liquidity […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO MONETARY & FISCAL POLICY TOO BIG TO BAIL? The Global Central Banks are all conducting their regularly scheduled meetings this week. There can be little doubt that inter-bank dialogue has preceded these meetings to coordinate some measure of needed but not yet undertaken, global […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO MONETARY & FISCAL POLICY TOO MANY TO SAVE? The current market mentality is that the massive and unprecedented Monetary & Fiscal intervention measures are going to work. Many investors firmly believe in the proven market adage of: “Don’t Fight the Fed!”. It worked (on the surface) […]
