Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS SLOWING US CONSUMER A CRACKING CONSUMER IN A 70% CONSUMPTION ECONOMY Recent releases of Quarterly Financial Stability Reports by the US Federal Reserve and the International Monetary Fund (IMF) are both preoccupied with the current fragility of the financial system. They warn that […]
TP Elevated Risk
WEALTH INEQUALITY WASN’T BY HAPPENSTANCE!
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY WEALTH INEQUALITY WASN’T BY HAPPENSTANCE! Global sovereign debt has been expanding at historic rates with the US Debt quickly now approaching $30T with the US Debt Ceiling moratorium ending Saturday July 31st. Overlay this with a $3.5T US budget reconciliation bill […]
IS THE MARKET SETTING UP FOR ANOTHER INVESTOR SCARE?
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS S&P 500 MARKETS SETTING UP FOR ANOTHER INVESTOR SCARE Though the markets are in a confirmed uptrend that has not yet been broken (despite the March Covid-19 driven market plummet), three factors suggest we are nearing another market scare. A scare that […]
A REVERSE WEALTH EFFECT?
VIDEO: 42 Minutes with 35 Supporting Slides
DE-DOLLARIZATION: CHINA DUMPS US TREASURIES AT FASTEST PAST IN 2 YEARS IN MARCH
DE-DOLLARIZATION: CHINA DUMPS US TREASURIES AT FASTEST PAST IN 2 YEARS IN MARCH China sold $20.5B in US Treasuries in March. Other than a minor positive in February 2019, China has sold US Treasuries EVERY months since September 2018, China is the largest foreign owner of US Treasuries at $1.12T, [SITE INDEX — TIPPING […]
DE-DOLLARIZATION: FOREIGN CENTRAL BANKS UNRELENTING NET SELLERS OF US TREASURIES
DE-DOLLARIZATION: FOREIGN CENTRAL BANKS UNRELENTING NET SELLERS OF US TREASURIES The US Treasury reports that overall, U.S. total cross-border investment was an $8.1 billion outflow in March: SUMMARY YOU NEED TO UNDERSTAND Foreign NET selling of Treasuries at $12.5b Foreign NET selling of equities at $23.6b Foreign net buying of corporate debt at $1.1b Foreign net […]
DE-DOLLARIZATION: CANADA SHOCKINGLY DUMPS $12.5B IN US TREASURIES?
DE-DOLLARIZATION: CANADA SHOCKINGLY DUMPS $12.5B IN US TREASURIES? The biggest seller of Treasuries in March was shockingly Canada! Canada dumped $12.5 billion, the biggest drop since July 2011. [SITE INDEX — TIPPING POINTS – DE-DOLLARIZATION] A PUBLIC SOURCED ARTICLE FOR MATASII READERS REFERENCE: (SUBSCRIBERS & PUBLIC ACCESS) FAIR USE NOTICE This site contains copyrighted material […]
US “PONZI FINANCE” STAGE BEGINS IN 2024
US “PONZI FINANCE” STAGE BEGINS IN 2024 Endgame: Starting In 2024, All US Debt Issuance Will Be Used To Pay For Interest On Debt HIGHLIGHT The stylized cycle of the US “Minsky Moment”suggests the US will enter the penultimate, Ponzi Finance, phase – the one in which all the new debt issuance is used to fund only […]
MEDIA & ‘NEW DEMOCRATS’ ARE WRONG-CAPITALISM ISN’T THE PROBLEM!
THE MEDIA & ‘NEW DEMOCRATS’ ARE WRONG – CAPITALISM ISN’T THE PROBLEM! Peter Shift at SchiffGold.com recently spelled out in a podcast (below) that the problem is not Capitalism! here is a published summary of his message How are all of these unprofitable companies staying afloat and even making big splashes with media-hyped IPOs? Peter Schiff addressed […]
STAGNATION & ZOMBIFICATION OF THE GLOBAL ECONOMY IS UNDERWAY
STAGNATION & ZOMBIFICATION OF THE GLOBAL ECONOMY IS UNDERWAY Liquidity injections and zero interest rate policies disguise risk and may give a false sense of security. The difference between now and the Asian or the 2008 crisis is that this time the excess risk is hidden under central banks’ balance sheets and will continue to […]