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 […]
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. […]
