Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY THE THE POWELL PUT THE MOST IMPORTANT NUMBER IN 2022 First of all, POWELL’S PUT is not a market price nor is it a percentage drop in the market. It is the Real Fed Funds Rate dictated by the timing and […]
MACRO US Eonomy US Policy Monetary
POWELL’S POLITICAL PIVOT(S)
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY POWELL’S POLITICAL PIVOT(S) The US Federal Reserve operates in an independent fashion to a large degree, separated from the turmoils of political pressures. There are however a few exceptions, the most notable being: During the Renomination Cycle of an incumbent Fed […]
A FINANCIAL SHOCKWAVE OF POLITICALLY DRIVEN POLICY BLUNDERS
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 […]
WE ARE BELOW THE EVENT HORIZON!
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY WE ARE BELOW THE EVENT HORIZON! NOTE: We are having technical problems with a number of missing graphics below Temporarily see LINK for supporting graphics and/or read this post in a different format (recommended). I first mentioned the concept of […]
WHAT JUST HAPPENED??
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY WHAT JUST HAPPENED?? The dust began to settle last week after the prior week’s key events, which included; an FOMC Meeting shift, an important Quadruple Witch & an historic trillion dollar GAMMA adjustment. Fortunately the fallout has left important road signs […]
DID THE FED JUST IMPLEMENT STEALTH YIELD CURVE CONTROL (YCC)?
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONTARY POLICY DID THE FED JUST IMPLEMENT STEALTH YIELD CURVE CONTROL (YCC)? Broad based US Inflation has become clearly evident everywhere and to everyone! The May CPI released Thursday showed the inflation headline number soared 5.0% Y-o-Y against an already expected hot […]
TWO FLAWED HOPES: LIQUIDITY & STIMULUS
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 […]
TOO BIG TO BAIL?
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 […]
TOO MANY TO SAVE?
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) […]
FED’S “3 HISTORIC FIRSTS” COMING UP SHORT
Gordon T Long Global Macro Research | Macro-Technical Analysis US MONETARY POLICY FED’S “3 HISTORIC FIRSTS” COMING UP SHORT IN HALTING A DEEP GLOBAL RECESSION On April 9th the historic and unprecedented $2.3T US Federal Reserve Bailout Program was released. This was one day after April’s LONGWave subscriber video release. The LONGWave video […]