Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS BANKRUPTCIES / FLOWS & LIQUIDITY BIS WARNS: LIQUIDITY v SOLVENCY! The Bank of International Settlement is once again warning that the period of :Liquidity” is ending, and the next phase of the crisis about “Solvency” concerns, is now beginning. This is something we have been […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS A GUTTED WORKING MIDDLE CLASS HAS COVID-19 SPRUNG THE GLOBALIZATION TRAP? In this month’s UnderTheLens video we discussed a number of generally accepted definitions of a “Liquidity Trap”. In its simplest form a Liquidity Trap occurs: When consumers and corporations slow their […]
FED CHAIRMAN POWELL PREPARES MARKETS FOR MONETARY EASING & FURTHER US$ DEBASEMENT As fully expected Fed Chairman Jerome Powell did not disappoint in signalling FOMC Rate cuts are ahead. Though the dollar did not appear to react, that is because it had weakened going into the much anticipated FOMC meeting and had already prepared by […]
US FARM CRISIS SIGNALS A FOOD INFLATION SHOCKER AHEAD Here are just some of the headlines we have been following on a potential Food Inflation shocker from the current US Farming Crisis driven by Lingering weakness in commodity prices, Storms damaging crops and Loss of key export markets such as China MID-WEST FLOODING – […]
RESTAURANT CHAINS FEELING CHINESE DRIVEN MEAT PRICE INFLATION Bloomberg reports: Meat costs are finally going up, and that’s weighing on a dining industry that’s already reeling from rising minimum wages. McDONALDS: McDonald’s Corp. warned investors Tuesday its 2019 commodity costs in the U.S. could rise as much as 3 percent, more than the 1 to 2 […]
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 […]
OECD: “NOW 536 ZOMBIE CORPORATIONS (13% OF WORLD)” — MATASII RESEARCH ANALYSIS & SYNTHESIS — In 2018, the number of “zombie” companies, defined as companies with profits (EBIT) less than interest payments totaled 536, not far off the highs seen during the Global Financial Crisis (626). At 536, the number of zombie companies in the world […]
CORPORATE LEVERAGE GOING TO GET $3T WORSE JANUARY 1 DUE TO NEW ASSET ACCOUNTING RULES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-17-19 – “$3 Trillion In New Liabilities Are About To Blindside Corporate Balance Sheets” MATASII SYNTHESIS: A massive $3 trillion in corporate liabilities is about to show up on […]
FOOD INFLATION AT THE SUPER MARKET: AN ACCELERATION TOWARDS GETTING “LESS FOR MORE” A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-12-19 – “Amazon Hikes Prices At Whole Foods As Consumers Brace For Inflationary Tidal Wave” MATASII SYNTHESIS: Data initially sourced from a report by the WSJ Amazon-owned Whole Foods Market raised prices […]
WITH RISING LABOR RATES IT WAS ONLY A MATTER OF TIME: MAJOR CONSUMER BRANDS HAVE BEGUN RAISING PRICES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE MATASII SYNTHESIS: The WSJ and others are reporting on rising prices from Diapers & Clorox to Cat Litter. The key reported findings are: After finding they could […]
