Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY THE DOG’S NOSE: CREDIT LEADS AGAIN! As we laid out in this month’s UnderTheLens video, it is the “Dog’s Nose” that first senses changes. Those changes are initially detected in the Credit Markets. This is precisely what occurred early this […]
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 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 […]
what Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY A GLOBAL REFLATION ROCKET HAS BEEN LAUNCHED It is easy to lose perspective with the financial recovery and stimulus numbers currently being bantered around – Millions, Billions and now Trillions! Lets try and put them into some sort of context. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY IS THE FED SLOWING TO CHANGE DIRECTION? We are very clear in this month’s LONGWave video that the only number that counts is the rate of change of the Global Liquidity Proxy. We told you to watch it closely! Well. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY CAN A STOCK MARKET DISCONNECTED FROM THE ECONOMY BE MAINTAINED? There is little dispute amongst long term market professional that equity markets have disconnected from the economy. Yesterday, yet another investment legend Jeremy Grantham went on record that in his […]
