Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS DISINFLATION – DEFLATION PRESSURES 2% INFLATION BY SUMMER 2024?? OBSERVATIONS: AS GOES SMALL BUSINESS, SO GOES AMERICA! In this month’s LONGWave video (link right), I mentioned the serious concerns I was witnessing within small business in America. Covid-19 placed huge financial strain on […]
MATA Tipping Points
EXPLODING US DEBT INTEREST WILL REQUIRE MASSIVE INCREASES IN TAX REVENUES
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS PENSION ENTITLEMENT PROGRAMS EXPLODING US DEBT INTEREST WILL REQUIRE MASSIVE INCREASES IN TAX REVENUES OBSERVATIONS: YELLEN IS NOT SIMPLY A MISPLACED ACADEMIC, IT IS WORSE THAN THAT! I recently wrote that I witnessed first hand how well retirees in Austria were so well […]
THE STRATEGIC IMPERATIVE OF DE-RISKING, ON-SHORING AND FRIEND-SHORING
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO REGIONAL THE STRATEGIC IMPERATIVE OF DE-RISKING, ON-SHORING AND FRIEND-SHORING OBSERVATIONS: We Have Become A Lazy, Obsolete Industrial Nation Manufacturing is an area I spent many years involved in. I started my career as an IBM Manufacturing specialist in pioneering new computer processes across […]
THE GLOBAL BENCHMARK US 10Y TREASURY IS NO LONGER “RISK FREE”!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INCREASING RISK THE GLOBAL BENCHMARK US 10Y TREASURY IS NO LONGER “RISK FREE”! OBSERVATIONS: The Importance and Problem With A Social Safety Net Having just returned from Europe and prior to that having researched an UnderTheLens Video on China’s problems, something struck me […]
IS THE US BEGINNING TO SPIN OUT OF FINANCIAL CONTROL?
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CREDIT CONTRACTION IS THE US BEGINNING TO SPIN OUT OF FINANCIAL CONTROL? OBSERVATIONS: I thought I would share another set of observations I had during my recent trip to Europe. It is about housing and supporting contract services. Having replaced my home roof […]
GOVERNMENT AS A USEFUL PARASITE or A KILLER VAMPIRE?
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS GUTTED WORKING MIDDLE CLASS GOVERNMENT AS A USEFUL PARASITE or A KILLER VAMPIRE? A vampire parasitically drains his victim to sustain itself. Similarly the American people are being robbed of their savings and their incomes so that a bloated bureaucracy can continue expanding. […]
FALLING PRODUCTIVITY CAN BE SEEN IN THE LITTLE THINGS
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS STOCK BUYBACKS FALLING PRODUCTIVITY CAN BE SEEN IN THE LITTLE THINGS Increasingly I find myself concerned about real productivity in the US. It isn’t that US workers aren’t working harder or smarter. Actually that is part of the problem. The productive members of […]
THE US CREDIT RATING IS IN ACTUALITY NOW ‘HY’ OR ‘JUNK’!
The content has been lost from the site. To read this post please see the full newsletter: THE US CREDIT RATING IS IN ACTUALITY NOW ‘HY’ OR ‘JUNK’! If the above direct link fails, try this: https://myemail.constantcontact.com/The-US-Credit-Rating-Is-In-Actuality-Now–HY–or–JUNK–.html?soid=1110877245158&aid=T0WJfMtuVs8
FITCH’S DOWNGRADE A VOTE OF NON-CONFIDENCE IN BIDENOMICS!
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS ENERGY INFLATION FITCH’S DOWNGRADE A VOTE OF NON-CONFIDENCE IN BIDENOMICS! In downgrading the US Credit Rating to AA+ this week, Fitch cited: “there has been a steady deterioration in standards of governance over the last 20 years, including on fiscal and debt matters, notwithstanding […]
US CREDIT DOWNGRADED: Bidenomics Breaks The US ‘Credit Credibility’ Dam!
US CREDIT DOWNGRADED: Bidenomics Breaks The US ‘Credit Credibility’ Dam! Key Rating Drivers Ratings Downgrade: The rating downgrade of the United States reflects the expected fiscal deterioration over the next three years, a high and growing general government debt burden, and the erosion of governance relative to ‘AA’ and ‘AAA’ rated peers over the last two decades that […]