Gordon T Long Global Macro Research | Macro-Technical Analysis SYNTHESIS & FOCUS MARKET CORRELATIONS THE CHINESE CREDIT IMPULSE IS LEADING THE WAY! The Chinese Credit Impulse may be the most important indicator investors should currently be watching. Since the 2008 Financial Crisis it has demonstrated an incredible correlation with global moves in commodities and […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES BONDS & CREDIT IS THIS A RATE SCARE RATHER THAN A ‘TRANSITORY’ INFLATION SCARE? What exactly are we afraid of? It was always a safe bet that there would be an inflation scare at some point early this year. Just the base […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES HARD ASSETS – GOLD PREDICTING GOLD PRICING (IN US DOLLARS). In our previous newsletter we outlined the tenets of the correlation that has been in place since the 2008 Financial Crisis regarding the pricing of Gold. The chart directly below shows you […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES HARD ASSETS – GOLD WHY IS GOLD FALLING? Gold has been falling because: The 10Y UST Real Yield is Rising, The Chinese 12 month forward Credit Impulse is rising. Inflation Break-evens are driving up the Nominal Value of the 10Y UST Yield, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis ANALYTICS DRIVERS – YIELD UnderTheLens – MARCH A BOND MARKET REVOLT! The Bond Market has begun revolting as the “Bond Vigilante’s” and Foreign Investors react to a new US Administration’s planned policies of heavy borrowing, without an accompanying credible economic growth plan. Treasury investors are […]
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 […]
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 […]
Gold and Silver Headed to New Highs with Gordon T. Long 20 Minute Podcast October 26, 2020 from Kerry Lutz’s Financial Survival Network Gordon T. Long joined us for a very insightful look at the markets and precious metals. Gordon is super-bullish on gold and silver. Based upon what’s happening in the US and abroad he sees […]
VIDEO: 16 Minutes with 40 supporting slides SUBSCRIBER CONTENT ONLY SUBSCRIPTION OPTION DETAIL
Gordon T Long Global Macro Research | Macro-Technical Analysis FOCUS STAGFLATION A SECULAR PROBLEM: INSUFFICIENT SUSTAINABLE REAL ECONOMIC GROWTH ECONOMIC GROWTH WILL FAIL TO FULLY RECOVER TILL 2022 Investors are awakening to the fact that the V-shaped recovery was a fantasy! The markets have priced in the “V” shaped recovery as evidenced by a “V” shaped market […]
