Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CORPORATE BANKRUPTCIES US DEBT IS BOTH UNPRODUCTIVE AND INEXTINGUISHABLE! The popular current media narrative advocates that the Fed will drive the US into a recession as a result of its current policy of raising interest rates in its fight to control inflation. This […]
US “PONZI FINANCE” STAGE BEGINS IN 2024 Endgame: Starting In 2024, All US Debt Issuance Will Be Used To Pay For Interest On Debt HIGHLIGHT The stylized cycle of the US “Minsky Moment”suggests the US will enter the penultimate, Ponzi Finance, phase – the one in which all the new debt issuance is used to fund only […]
IT IS NOW OR NEVER FOR CENTRAL BANK “NORMALIZATION”! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-11-19 – John Rubino – “Rubino: If Central Banks Can’t Normalize Now, They’ll Never Be Able To” MATASII SYNTHESIS: This was going to be the year when the other big central banks joined the Fed […]
BATTLE BETWEEN ITALY & EU INEVITABLE – WILL RESOLUTION BE DEFAULT OR EXIT? A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-08-19 – Oriental Review – “Default Or Exit: A Battle Between Italy And The EU Is Inevitable” MATASII SYNTHESIS: A BANKING PROBLEM It is often more profitable for banks to keep their money […]
WHAT THE END OF THE DEBT SUPPER-CYCLE LIKELY PORTENDS! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-23-19 – Daily Reckoning, Charles Hugh Smith – “The Approaching Winter: The Super-Cycle Has Turned” MATASII SYNTHESIS: Based on the history painstakingly assembled by Fischer and Turchin we can anticipate: — Ever higher prices […]
GLOBAL SOVEREIGN DEBT TO TOP $50 TRILLION IN 2019 A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-22-19 – “S&P Warns Global Sovereign Debt Will Top $50 Trillion This Year” MATASII SYNTHESIS: S&P warned that worldwide sovereign debt could reach $50 trillion this year. S&P predicted that governments will borrow some $7.78 […]
FORMER FED CHAIRMAN WARNS ON PATH OF US DEFICIT – INFLATION & HIGHER RATES AS FOREIGNERS RETREAT & ENTITLEMENTS ARRIVE A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-12-19 – Bloomberg – “Greenspan Warns of ‘Extremely Imbalanced’ Path of U.S. Deficit” MATASII SYNTHESIS: Former Fed chief cites risk shortfall will spark inflation […]
ECB’S DILEMMA REFLECTS THE “SUPPLY SIDE” PROBLEMS EUROPE IS FACING A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-02-19 – “European Central Bank Dilemma Reflects The Problems Europe Is Facing” MATASII SYNTHESIS: The European Commission’s statistics bureau “puts growth at its lowest levels in more than four years.” “Germany has slashed its […]
FITCH WARNS OF POSSIBLE CUT TO US TRIPLE AAA RATING IF SHUTDOWN CONTINUES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 01-09-19 – Fitch via CNBC – “Fitch warns of possible cut to US triple-A rating if shutdown continues” YOUR MATASII SYNTHESIS TAKEAWAYS: “If this shutdown continues to March 1 and the […]
