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 […]
MACRO US Economy US Policy Public
THE FED FUNDS RATE IS EFFECTIVELY ALREADY FALLING!
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 […]
TREASURY REFUNDING DURING AN ELECTION YEAR’S DEFERRED DEBT CEILING WINDOW
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 […]
2023 MARKET MAYHEM
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY 2023 MARKET MAYHEM 2500 years ago, Aristotle wrote that “virtue” is the balance between Courage and Prudence. That is the challenge of our questionably virtuous elected legislative politicians in addressing the 2023 Debt Ceiling fight. The Debt Ceiling has become a […]
BIDEN’S “INCREDIBLE TRANSITION”!
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY BIDEN’S “INCREDIBLE TRANSITION”! I personally don’t recall anytime during the last US Presidential election voting for any “Incredible Transition”! Amongst other forums, I listened to all the Presidential debates and there never was a mention of any such plan or policy […]
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) […]
ILLINOIS CONSIDERING “ASSET TRANSFER” FOR PUBLIC PENSION FUNDING CRISIS — BE AFRAID!!
ILLINOIS CONSIDERING “ASSET TRANSFER” FOR PUBLIC PENSION FUNDING CRISIS — BE AFRAID!! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: US – PUBLIC POLICY SOURCE: 02-14-19 – Mark Glennon- “‘Asset Transfers’ To Pensions: Be Afraid” MATASII SYNTHESIS: Illinois state pensions are officially reported to have assets about $130 billion less than what […]
KIM JONG UN MUST DECIDE THE PATH TO TAKE AGAINST HARDLINERS & WORST RECESSION IN 20 YEARS
KIM JONG UN MUST DECIDE THE PATH TO TAKE AGAINST HARDLINERS & WORST RECESSION IN 20 YEARS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-01-19 – “Trump Affirms Relationship With North Korea “Very Good”: “They Know What We Must Have”” SOURCE: 03-01-19 – “Kim Facing Pressure To Restart Missile Tests […]
A NATIONAL TREND? — 5 SOCIALISTS COULD JOIN CHICAGO’S CITY COUNCIL
A NATIONAL TREND? — 5 SOCIALISTS COULD JOIN CHICAGO’S CITY COUNCIL A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: US – PUBLIC POLICY SOURCE: 03-01-19 – Robert Wenzel – “As Many As 5 Socialists Could Join Chicago’s City Council” MATASII SYNTHESIS: “This progressive insurgency is absolutely historic,” Rodriguez-Sanchez campaign volunteer Rachel Johnson said, […]