Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISK REVERSAL AN APPROACHING GLOBAL RISK-OFF PIVOT The following has now occurred: Last week the ECB was the second giant to Taper bond purchases, Bank of Japan has already ended QE. Bank of Canada shed 15% of its assets. Bank of England & […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION PRESSURES FOLLOWING DETAILED ANALYSIS IS SUBSCRIBER CONTENT ONLY Subscribe to view full post content with supporting live charts SUBSCRIBE LOOK FOR INFLATION TO REMAIN ELEVATED & PERSISTENT! Markets are treating Inflation as both Cyclical and Transitory. It is not! It is Secular […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CREDIT TIGHTENING FOLLOWING DETAILED ANALYSIS IS SUBSCRIBER CONTENT ONLY Subscribe to view full post content with supporting live charts SUBSCRIBE LIQUIDITY TIGHTENING IS ACCELERATING! We have long advocated that problems in the equity markets are foreshadowed by warnings in the Credit Markets. This […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CREDIT TIGHTENING LIQUIDITY IS ALREADY TIGHTENING! Overall financial market momentum peaked in June. Stealth liquidity tightening is at the root but it is still poorly recognized just how this is occurring. I hope to expand further on this fact in this newsletter and […]
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 […]
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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESMENT INSIGHTS US DOLLAR DOLLAR STRENGTH UNTIL JACKSON HOLE … THEN WE WORRY! There has been a distinct shift in the perception of traders regarding the US Dollar. It may presently be an opportunity for longer term investors, at least until the annual Economic […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESMENT INSIGHTS US DOLLAR HISTORIC TWIN DEFICITS WILL COME WITH A MAJOR COST! AT THE CRAP TABLES EVENTUALLY THE HOUSE WON’T EXTEND CREDIT & SPOT THE MARKER! Anyone with even a modest understanding of Economics knows that the US has been spending beyond […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION A COMING GLOBAL SHIFT ACROSS INFLATION SENSITIVE ASSETS We have been arguing that though Inflation pressures are clearly with us, many of the underlying drivers are associated with bottlenecks in the ‘just-in-time’ (no inventory) global supply chains restarting from Covid-19 lock-downs. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION WHAT INFLATION MEANS TO THE MARKETS We are presently caught in what has become a manic concern that inflation is approaching like a looming tidal wave. There is little doubt that Inflation continues to grow and broaden in scope. However, the […]
