MM Risk

LONGWave - 02-08-23 - FEBRUARY - 2023 Investment Themes-Video-Newsletter-3-Cover
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FED TIGHTENING YET FINANCIAL CONDITIONS ARE LOOSENING??

  Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY FED TIGHTENING YET FINANCIAL CONDITIONS ARE LOOSENING?? One of the objectives we have in writing this weekly newsletter is to share with you our macro and market insights. We thought it important to address a confusion we are hearing on how […]

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LONGWave - 02-08-23 - FEBRUARY - 2023 Investment Themes-Video-Newsletter-2-Cover
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“TOLL BOOTHS” NEAR COMPLETION

  Gordon T Long Global Macro Research | Macro-Technical Analysis MATA RISK “TOLL BOOTHS” NEAR COMPLETION Perhaps most troubling to me currently is the precipitous drop in real disposable income, which fell over $1 trillion in 2022. For context, this is the second-largest percentage drop in real disposable income ever, behind only 1932, the worst year […]

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