Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CONSUMER CONFIDENCE WHAT WE LEARNED FROM EARNINGS CALLS & LAYOFF ANNOUNCEMENTS The past week was the third week of “Earnings Season” when 40% of the S&P500 reports with ~64% having reported their Q1 earnings. This is sufficent to draw some conclusions. The earnings […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CONSUMER CONFIDENCE CRACKING CONFIDENCE & CRUMBLING COLLATERAL In our latest Macro Analytics video, Charles Hugh Smith and I review the “Waterfall” that is presently underway in the area of: The Repricing of Risk The Revaluing of Collateral, and A Forced Increase in Productivity […]
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 TIPPING POINTS PUBLIC SENTIMENT & CONFIDENCE WHY A MIND-BLOWING SPIKE IN THE PERSONAL SAVINGS RATE? Over the past few weeks there has been an extraordinary shift in the market’s mindset. We have moved from expectations of a stock market wipe-out and bond Armageddon into […]
