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
MACRO
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 […]
THE COMING DEBT CEILING DEBACLE??
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 […]
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 […]
MATASII BRIEF: THE COMING US TAX TSUNAMI!
MATASII BRIEF: THE COMING US TAX TSUNAMI! SOURCES: Preparing for President Biden’s Tax Increases – 03-29-21 – Berdon LLP Accountants & Advisors, Biden expands corporate tax increase proposals – 04-01-21 – Grant Thorton President Biden’s Tax Plans for the Next Few Years – 02-01-21 – Kiplinger Made In America Tax Plan Report – April 2021 […]
GEO-POLITICAL TENSIONS ROOTED IN SHIFTING SENTIMENT
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS GEO-POLITICAL EVENT GEO-POLITICAL TENSIONS ROOTED IN SHIFTING SENTIMENT As we outlined in the June 2020 UnderTheLens video, Peter Turchin’s cycle of social integration and disintegration outlined in his 2016 book Ages of Discord concludes: Human history manifests cycles of social disintegration and integration in […]
MACRO GLOBAL RECESSION NOW IN THE CARDS!
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL RECESSION GLOBAL RECESSION NOW IN THE CARDS! A TWO YEAR $5-$5.5 TRILLION GLOBAL GDP HIT WON’T QUICKLY BE MADE UP ASSURING GLOBAL RECESSION! The coronavirus pandemic has been widely expected to rob the global economy of more than $5 trillion of growth over the next […]
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 […]