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 […]
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 PENSION ENTITLEMENT PROGRAMS EXPLODING US DEBT INTEREST WILL REQUIRE MASSIVE INCREASES IN TAX REVENUES OBSERVATIONS: YELLEN IS NOT SIMPLY A MISPLACED ACADEMIC, IT IS WORSE THAN THAT! I recently wrote that I witnessed first hand how well retirees in Austria were so well […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO REGIONAL THE STRATEGIC IMPERATIVE OF DE-RISKING, ON-SHORING AND FRIEND-SHORING OBSERVATIONS: We Have Become A Lazy, Obsolete Industrial Nation Manufacturing is an area I spent many years involved in. I started my career as an IBM Manufacturing specialist in pioneering new computer processes across […]
