Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION THE US HAS SLOWLY BEGUN IMPORTING INFLATION! OBSERVATIONS: THE REDISTRIBUTION OF WEALTH I remember visually and tentatively walking into the eastern University amphitheater of my first year Political Science class. It was 1968 and though Canada was far away from the Vietnam […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS DISINFLATION – DEFLATION PRESSURES 2% INFLATION BY SUMMER 2024?? OBSERVATIONS: AS GOES SMALL BUSINESS, SO GOES AMERICA! In this month’s LONGWave video (link right), I mentioned the serious concerns I was witnessing within small business in America. Covid-19 placed huge financial strain on […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS ENERGY INFLATION FITCH’S DOWNGRADE A VOTE OF NON-CONFIDENCE IN BIDENOMICS! In downgrading the US Credit Rating to AA+ this week, Fitch cited: “there has been a steady deterioration in standards of governance over the last 20 years, including on fiscal and debt matters, notwithstanding […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS TOO MANY TO FAIL! Over the recent holiday season I penned this year’s Thesis paper “A Great Stagflation”. I talked about the coming “Beta Drought Decade” that would usher in global stagflation and a series of unfolding events driven […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS AMERICA’S “POTTERSVILLE” NEARLY 80 YEARS LATER! In 1947 the classic Christmas movie “It’s A Wonderful Life” was released. The depiction of the banking turmoils of George Bailey fighting rival small town banker “Old Man Potter” warm the hearts of all […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS BIDEN BONDS TOO HOT FOR BANK COLLATERAL! The net of the current banking crisis is that: 1 – Biden’s Spending => 2 – Inflation => 3 – Exploding Yields => 4 – The Instability of Banks’ Core Stabilizing Asset […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS THE ‘TELLS’ OF SVB & POWELL’S CONGRESSIONAL TESTIMONY When the US’ 16th largest bank fails with $169B in uninsured deposits not covered by FDIC on a total asset base of $200B, markets panic! The collapse of the Silicon Valley Bank […]
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 MARKET RISK THE DE-STABILIZING FISCAL SHOCK WAVE NOW KICKING IN The spending and public policies implemented under the auspices of a Coivd-19 recovery are only now being felt. Rather than achieving their intended purpose, they are resulting in a de-stabilizing shock to the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING RATES & INFLATION STAGFLATION PUSHING WORLD INTO GLOBAL RECESSION You can have Stagflation without having a Recession if economic growth stays positive. However, it is difficult to not have a Recession if Stagflation persists and inflation is not quickly harnessed and controlled. […]
