Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INTEREST RATES RISING INFLATION YET RISING REAL RATES???? We clearly have mounting inflation pressures yet we are also seeing rising real rates. How exactly does that work?? To understand how this could happen is to understand what lies ahead! First, Real Rates […]
MM Drivers Commodities
THE NARRATIVE NOW CONTROLS “WE THE PEOPLE”
Gordon T Long Global Macro Research | Macro-Technical Analysis THESIS 2013 STATISM THE NARRATIVE NOW CONTROLS “WE THE PEOPLE” OUR ELECTED REPRESENTATIVES HAD LESS THAN 4 HOURS TO APPROVE A $1 TRILLION STIMULUS BILL – WHY?? What kind of perverse and irresponsible action is it when our elected representatives are given less than 4 […]
TWO SMARTEST MARKETS: COPPER & BONDS ARE WARNING
TWO SMARTEST MARKETS: COPPER & BONDS ARE WARNING The Phoenix points out the message that Copper is sending: One investor has a history of timing major market turns like no other. He called the 2011 growth peak before anyone else. He nailed the 2016 bottom in risk assets. And he even timed the December bottom […]
THE 10Y YIELD CLOSES WITH THE COPPER-GOLD RATIO
THE 10Y YIELD CLOSES WITH THE COPPER-GOLD RATIO MATASII RESEARCH ANALYSIS & SYNTHESIS: We have had: Weakening 10Y US Treasury Yields (TNX), Weakening Copper Commodity prices, Strengthening Gold prices. This has closed the 10Y Yield with the Copper:Gold ratio. This suggests that markets are expecting slower economic growth which will soon unleash stimulus spending with […]
ARE COMMODITIES ATTEMPTING BREAKOUT OF 7-YEAR SUPPORT?
ARE COMMODITIES ATTEMPTING BREAKOUT OF 7-YEAR SUPPORT? A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-DRIVERS-COMMODITIES & PUBLIC ACCESS) READERS REFERENCE MATA: DRIVERS – COMMODITIES 10-15-18 – KimbleCharting – “Commodities attempting breakout off 7-year support!” Its been a rough 7-years for Agriculture ETF (DBA) as it has created a series of lower highs and lower lows while declining 50% inside of […]
BERNSTEIN WARNS: OIL MAY JUMP PAST $150 ON CHRONIC UNDER INVESTMENT
BERNSTEIN WARNS: OIL MAY JUMP PAST $150 ON CHRONIC UNDER INVESTMENT — SOURCE: 07-06-18 OilPrice.com, Tsvetana Paraskovia – “Bernstein: Oil May Jump Past $150 On Chronic Underinvestment” — A supply shortfall is lurking should major oil companies continue to underinvest in exploring for new oil reserves, and this “chronic underinvestment” is setting the stage for the […]
SII: COMMODITIES – THE NATURAL CHALLENGES FOR EV – COBALT, LITHIUM & NICKEL
SII: COMMODITIES – THE NATURAL CHALLENGES FOR EV – COBALT, LITHIUM & NICKEL — SOURCE: 10-20-17 RealVison.com The Hack Nickel is a base metal that is used in variety of industrial applications. It is added to steel for corrosion resistance, Often used for its bright and lustrous appearance in coins, jewelry, etc. Used in batteries, such […]
DRIVERS: COMMODITIES – RAW MATERIALS SET FOR HIGHEST CLOSE IN SIX MONTHS – COPPER & OIL GAINING
DRIVERS: COMMODITIES – RAW MATERIALS SET FOR HIGHEST CLOSE IN SIX MONTHS – COPPER & OIL GAINING Stocks in Europe nudged higher after their longest weekly rally since 2015, led by miners. Strength in material names are helping European bourses make slight gains Gains in oil and copper drove Bloomberg’s gauge of commodity prices to a […]
BLOOMBERG: WHY FED POLICY IS BOOSTING COMMODITY PRICES
BLOOMBERG: WHY FED POLICY IS BOOSTING COMMODITY PRICES By 10-09-17 Bloomberg – Shelley Goldberg – “Why Fed Policy Is Boosting Commodity Prices” — Janet Yellen has indicated she will continue to raise interest rates and begin to shrink the balance sheet by buying back Treasuries. Under normal circumstances, this policy should pressure commodity prices downward. Yet […]
‘DR. COPPER’ IS ALSO WARNING! CROSS MARKET CORRELATIONS RING OF 2000
‘DR. COPPER’ IS ALSO WARNING! CROSS MARKET CORRELATIONS RING OF 2000 — SOURCE: 08-24-17 Seeking Alpha – Andrew McElroy – “A Warning From Dr Copper” — Summary Copper has rallied over 50% from the bear market lows. But it looks toppy here for a number of reasons. How copper, gold, equities and inflation are configured looks […]