Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO CHINA CHINA HAS LOST ITS COMPETITIVE ADVANTAGE OBSERVATIONS: THE TWO AMERICAS WE LIVE IN There are two Americas that few seem to fully appreciate. I am not talking about the Rich versus Poor, nor the Haves versus the Have nots, nor the Liberals versus the Conservatives, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS EARNINGS WHY THE DEBT CEILING SUSPENSION UNTIL AFTER THE PRESIDENTIAL ELECTION CYCLE? OBSERVATIONS: THE SUSPENSION OF DEBT CEILING WAS WELL PLANNED! Last June, Biden signed into law the suspension of the debt ceiling until 1 January 2025. Since then, the Federal Government’s debt has […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY STEALTH LIQUIDITY STAGE II – THE ELECTION YEAR SET UP OBSERVATIONS: Americans Will Soon Be Asking Whether They Are Better Off Come This Election. From his first hours in office, Biden has waged a relentless war against American energy, canceling pipelines, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY US DEBT IS NOW A SERIOUS SYSTEMIC PROBLEM OBSERVATIONS: FLEEING POORLY RUN STATES CONTINUES The latest US census was just released on US population growth which grew by 1.6 million in 2023, with the South accounting for 87% of the growth. Texas and […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY A NERVOUS MARKET AWAITS THE NEW YEAR OBSERVATIONS: I WORRY ABOUT SO FEW INDICTMENTS & MSM REPORTING ON INCREASINGLY BLATANT CORRUPTION! The year 2023 will go down in U.S. banking history as the year in which the fastest bank runs in […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS POWELL JARS THE MARKETS – WHY?? OBSERVATIONS: The Hidden Truth About the US Labor Market If you want an example of misinformation, you need not look any further than the US Labor Market. It is a full time job trying to distill between […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS A CRACKING CREDIT PUMP IS LOSING LIQUIDITY! OBSERVATIONS: The “Bidenomic” campaign narrative is gone but the Damage to Retirements is only Beginning! New research by the Committee to Unleash Prosperity shows why Bidenomics has reduced the real value of the average 401(k) by a quarter in […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS PUBLIC FRUSTRATION WITH THE ECONOMY IS ACCELERATING! OBSERVATIONS: The Bidenomics Scorecard As We Enter An Election Year… An increasing number of surveys clearly show the US public is frustrated with the economy. The simple reality is people are worse off today than […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US ECONOMICS ELECTION YEAR “GIMMICKS” ABOUT TO UNFOLD OBSERVATIONS: Yellen’s Treasury “Gimmicks” Are Coming! It likely comes as no surprise to you that the U.S. federal government has borrowed so much money over the past year that it has had to spend one-fifth of all […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO REGIONAL ECONOMICS CHINA’S XI JINPING RECEIVES THREE STANDING OVATIONS BY TOP S&P 500 CEOs? OBSERVATIONS: SECRETARY JANET YELLEN IS OUTRIGHT GAMBLING WITH OUR FUTURE In a recent newsletter entitled “Exploding US Debt Interest will require Massive Increases in Tax Revenues”, I penned in this […]
