Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY POWELL GREEN LIGHTS SEPTEMBER RATE CUTS OBSERVATIONS: “PRICE CONTROLS! – WHAT IS A HIGHLY POLITICAL KAMALA POSSIBLY THINKING?? I lived and worked in Canada in the ’70s and can tell you unequivocally that Price Controls don’t work and have never […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – US MONETARY POLICY TRUE MONEY SUPPLY & THE RATE OF CHANGE OF LIQUIDITY OBSERVATIONS: COMMODITIES ARE THE FIRST CASUALITIES OF GLOBAL CONFLICT EXPANDING THEATERS & ESCALATION OF GLOBAL CONFLICT We are presently witnessing: ISRAEL v HEZBOLLAH, HAMAS, HOUTHIS ISRAEL v IRAN – Waiting […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – MONETARY POLICY IS AN INFLATIONARY DEPRESSION EVEN POSSIBLE? OBSERVATIONS: IS AN INFLATIONARY DEPRESSION POSSIBLE? Two weeks ago I described in this column what I recently witnessed at our major Town Meeting to address a $6.5 Million dollar town budget deficit. As I think […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS – MONETARY POLICY STAGFLATION STEADILY SHOWING OBSERVATIONS: “THERE IS TOO MUCH MONTH LEFT AT THE END OF THE MONEY!” I am witnessing young Americans increasingly dissatisfied! For them, like the elderly, the recent surge in prices for goods and services of everything […]
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, […]
