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 […]
TP Flows & Liquidity
THE LIQUIDITY KILLER: The Treasury General Account (TGA)
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 […]
BIS WARNS AGAIN ABOUT LIQUIDITY v SOLVENCY!
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 […]
A GLOBAL REFLATION ROCKET HAS BEEN LAUNCHED
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. […]
IS THE FED SLOWING TO CHANGE DIRECTION?
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. […]
CAN A STOCK MARKET DISCONNECTED FROM THE ECONOMY BE MAINTAINED?
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 […]
WORLD DOLLAR LIQUIDITY CRASHES AS DOES MARGINAL UTILITY OF DEBT
WORLD DOLLAR LIQUIDITY CRASHES AS DOES MARGINAL UTILITY OF DEBT Lacy Hunt at Hoisington Management has another sterling post in its third quarter review and outlook. Here are some snips from the latest Hoisington Management Quarterly Review by Lacy Hunt. World Dollar Liquidity The Fed’s balance sheet constriction reduced world dollar liquidity, which is defined as the […]
MARKET RE-POSITIONING UNDERWAY: HISTORIC 6 MONTH EQUITY OUTFLOWS
MARKET RE-POSITIONING UNDERWAY: HISTORIC 6 MONTH EQUITY OUTFLOWS Institutions are shifting in a massive way to Bonds and Money Market Funds as Equity Outflows over the last 6 months have been of historic and and unprecedented levels. The S&P has just suffered its third worst month since the US AAA- rating downgrade in August 2011, […]
IT INCREASINGLY IS ALL ABOUT GLOBAL DOLLAR LIQUIDITY
IT INCREASINGLY IS ALL ABOUT GLOBAL DOLLAR LIQUIDITY Below are some charts & analysis from Nedbank’s Mehul Daya, initially re-published by WorldOutOfWhack.com then further annotated with comments by Tyler Durden. All support the work and analysis we have written about at MATASII concerning the out of control global unregulated influence of the EuroDollar System. […]
WORLD DOLLAR LIQUIDITY DECLINING AT RECORD RATE
WORLD DOLLAR LIQUIDITY IS FALLING Here is a summary of Dr Lacy Hunt’s work on the cause of the record rate of decline in World Liquidity. The Second Theorem: Monetary deceleration eventually lead to lower, not higher, interest rates as originally theorized by Milton Friedman. When the Fed makes changes to the monetary base, […]