Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US DOLLAR US DOLLAR SCREAMING POTENTIAL GLOBAL “RECESSION”! The Dow Jones index is down 13.95% since early January. The S&P 500 is down 20.2% in the same period. The Russel 2000 is down 28.7% and the Nasdaq Composite down an even more spectacular […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US DOLLAR THE MEDIA IGNORES THE COLLAPSE OF THE PETRODOLLAR? The WSJ is reporting that “Saudi Arabia is in active talks with Beijing to price some of its oil sales to China in yuan,” a move that would cripple the petrodollar’s dominance of the global petroleum […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US DOLLAR STRENGTH TIME TO TALK THE US DOLLAR! The US Dollar’s rise is benefiting both from concerns that the latest wave of Covid-19 and China’s problems will dent global growth, and additionally from the perception that the Federal Reserve will need to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY WEALTH INEQUALITY WASN’T BY HAPPENSTANCE! Global sovereign debt has been expanding at historic rates with the US Debt quickly now approaching $30T with the US Debt Ceiling moratorium ending Saturday July 31st. Overlay this with a $3.5T US budget reconciliation bill […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESMENT INSIGHTS US DOLLAR DOLLAR STRENGTH UNTIL JACKSON HOLE … THEN WE WORRY! There has been a distinct shift in the perception of traders regarding the US Dollar. It may presently be an opportunity for longer term investors, at least until the annual Economic […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESMENT INSIGHTS US DOLLAR HISTORIC TWIN DEFICITS WILL COME WITH A MAJOR COST! AT THE CRAP TABLES EVENTUALLY THE HOUSE WON’T EXTEND CREDIT & SPOT THE MARKER! Anyone with even a modest understanding of Economics knows that the US has been spending beyond […]
