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 […]
TP Chronic Unemployment
MATA Tipping Points, MM Risk Canaries, TP Chronic Unemployment, TP Credit Contraction II, TP Highest Risk, TP Rising Inflation Pressures & Interest Pressures, TP Risk Reversal, TP Shrinking Revenue Growth Rate, TP Shrinking Savings Pool, TP Slowing Retail & Consumer Sales, TP US Banking Crises II
TRIGGER$ March 2023
HOUSING’S “10 MONTH CANARY” RULE
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS HOUSING & EMPLOYMENT HOUSING’S “10 MONTH CANARY” RULE The US Housing sector is one of the pillars of the US Economy. When the US Housing sector experiences serious disruption it can be expected to result in earning contraction in ~10 months. Housing is […]