Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION PRESSURES STUBBORN INFLATION PRESSURES DELAYING FED PIVOT Weakening Inflation is not sticking to the script by coming down relatively quickly. Instead it is universally stubbornly coming in higher than expectations and actually increasing on a M-o-M basis. This isn’t just a US […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS SHRINKING REVENUE GROWTH RATE THE FALLING DOMINOES AHEAD The Reverse Wealth Effect though underway will likely not fully show itself until Stage 5 of an expected toppling of cascading economic dominoes still ahead of us: STAGE 1: CHRONIC UNEMPLOYMENT On-Going Forced Cuts of Fixed & […]
SOUTH KOREAN ECONOMY: THE GLOBAL TRADE REVENUE REALITY Korean Exports are now Down 8.2% One of the most-followed bellwethers for global growth just flashed another death-knell warning. Economy Unexpectedly Plunges Most In A Decade, South Korea’s gross domestic product unexpectedly shrank in Q1, dropping 0.3% QoQ (against expectations of a 0.3% rise). This is the biggest contraction in a decade as […]
GLOBAL FORECAST CUT IN HALF BY ECONOMISTS AS “IT HAS TAKEN US BY SURPRISE!” A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: GLOBAL – ASSESSMENT SOURCE: 03-11-19 – – “Economists Cut Global Growth Forecast In Half, Admit Slowdown “Has Taken Us By Surprise”” MATASII SYNTHESIS: Bloomberg economics’ global GDP tracker has been downgraded to […]
OECD SLASHES GLOBAL GDP FORECAST, WARNS “OUTCOME COULD BE WEAKER STILL” A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-06-19 – “OECD Slashes Global GDP Forecast, Warns “Outcome Could Be Weaker Still”” MATASII SYNTHESIS: OECD downgraded the 2019 GDP forecast of almost every Group of 20 nation including the US, China, UK […]
GLOBAL SLOWDOWN IS NOW SERIOUS: WEAKEST GROWTH SINCE FINANCIAL CRISIS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-18-19 – Bloomberg – “Global Slowdown Leaves Growth Weakest Since Financial Crisis” MATASII SYNTHESIS: A UBS model suggests world growth slowed to a 2.1 percent annualized pace at the end of 2018, which it […]
GLOBAL “ZOMBIFICATION” RELENTLESSLY CONTINUES WHILE SHOCKINGLY BEING UNDER REPORTED A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-17-19 – ZeroHedge – “A World Full Of Zombies: Global Revenue Growth Has Collapsed” MATASII SYNTHESIS: We continue to witness the collapse in long-term real global GDP growth, which is now at a “historical low.” […]
WTO TRADE INDICATOR CONFIRMS SLOWER GLOBAL TRADE GROWTH COMING IN Q1 2019 A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-19-19 – WTO – “WTO trade indicator points to slower trade growth into first quarter of 2019” MATASII SYNTHESIS: The simultaneous decline of several trade-related indicators should put policy makers on guard […]
