Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US DOLLAR STRENGTH TIME TO TALK THE US DOLLAR! The US Dollar’s rise is benefiting both from concerns that the latest wave of Covid-19 and China’s problems will dent global growth, and additionally from the perception that the Federal Reserve will need to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISK REVERSAL SMART MONEY IS NOW (VERY) NERVOUS! What the smart money understands is that when the central banks start to slow or begins to drain monetary liquidity, the clock starts ticking towards a major corrective cycle. Last week the Fed made it […]
THE LIQUIDITY KILLER: The Treasury General Account (TGA) My colleague Richard Duncan has just released his latest Macro Watch video where he gives us his perspective on what the Federal Reserve and US Treasury are signaling. I strongly recommend you subscribe the Richard’s Macro Watch service. You can do this at LINK. Enter the […]
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 TIPPING POINTS CONSUMER SENTIMENT & CONFIDENCE CONSUMER SENTIMENT COLLAPSES! WHY? Over the past half century, the University of Michigan Consumer Sentiment Index has only recorded larger losses (which occurred in the most recent shocking report) in six other surveys, all connected to sudden negative changes in […]
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 […]
