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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INCREASING RISK THE GLOBAL BENCHMARK US 10Y TREASURY IS NO LONGER “RISK FREE”! OBSERVATIONS: The Importance and Problem With A Social Safety Net Having just returned from Europe and prior to that having researched an UnderTheLens Video on China’s problems, something struck me […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CREDIT CONTRACTION IS THE US BEGINNING TO SPIN OUT OF FINANCIAL CONTROL? OBSERVATIONS: I thought I would share another set of observations I had during my recent trip to Europe. It is about housing and supporting contract services. Having replaced my home roof […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMIC GERMANY WILL GERMANY TAKE THE EU ECONOMY DOWN WITH IT? OBSERVATIONS: I Smelled Major German Problems In The Air. I have just spent two weeks in Europe and I came away with worrying concerns about the EU, and Germany in particular. The smell of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMIC JAPAN TIME TO PAY ATTENTION TO THE JAPANESE CARRY TRADE! OBSERVATIONS: WHO IS BIDENOMICS HELPING MOST? We are going to focus on the Japanese Carry Trade in this newsletter, but first we need to make a few points on the Bidenomics debt buildup which […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS GUTTED WORKING MIDDLE CLASS GOVERNMENT AS A USEFUL PARASITE or A KILLER VAMPIRE? A vampire parasitically drains his victim to sustain itself. Similarly the American people are being robbed of their savings and their incomes so that a bloated bureaucracy can continue expanding. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS STOCK BUYBACKS FALLING PRODUCTIVITY CAN BE SEEN IN THE LITTLE THINGS Increasingly I find myself concerned about real productivity in the US. It isn’t that US workers aren’t working harder or smarter. Actually that is part of the problem. The productive members of […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO MONETARY POLICY POLITICAL WILL IS LACKING, WHILE RHETORIC IS OVERLY ABUNDANT! The reason inflation remains elevated today, despite coming off 40-year highs, is that government spending also remains elevated. Annualized data since June 2022 show that inflation has not been trending towards the […]
