Gordon T Long Global Macro Research | Macro-Technical Analysis SII BONDS & CREDIT IS SOMETHING BREWING? We have highlighted on numerous occasions in prior video releases how the reality of fundamentals and valuations have effectively ‘disconnected’ from the equity and bond markets. This is not unexpected since markets historically shift from extremes of confidence versus […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII BONDS & CREDIT US TREASURY BENCHMARK SIGNALING PONTENTIAL YIELD BREAKOUT We are witnessing some notable movements in two key benchmarks we are following. The 10Y US Treasury Yield is showing initial signs of a potential broken-out to the upside from a tight consolidation pattern. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII PRECIOUS METALS WILL 2021 BE THE YEAR OF HARD ASSETS? INFLATION: We expect to see Inflation in the short to intermediate term impacting disposable income in the form of; Increased taxes at all levels of government, Covid-19 retail and services ‘surcharges’, Rising interest rates, Higher […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII PRECIOUS METALS INFLATION PLUS DEFLATION WILL IGNITE PRECIOUS METALS IN 2021 We expect to see Inflation in the short to intermediate term impacting disposable income in the form of; increased taxes at all levels of government, Covid-19 retail and services ‘surcharges’, rising interest rates, higher […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII COMMODITIES – BONDS & CREDIT CHINA MAY HAVE BEGUN PLAYING ITS “TRUMP CARD”? What most are forgetting is that when it comes to any global reflationary spark, China – and its $40 trillion financial system which is double that of the US – has been […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII COMMODITIES – AGRICULTURAL GRAINS VALUE ROTATION: AGRICULTURAL COMMODITIES In this month’s LONGWave we identify Commodities as one of many expected areas for the coming secular sector rotation to impact. We didn’t have time to further expand on the ‘why’ and ‘where’ in the video. As […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS CURRENCIES – EURUSD A STRONGER EURUSD HAS BEEN HELPING POWER PRECIOUS METALS As we outlined in this month’s UnderTheLens video we expect structural weakness in the US$ over the next 9-18 months based on relative strength in the Chinese Yuan, the EURO and […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS HARD ASSETS ARE GOLD &SILVER PRICING IN A US$ DEVALUATION? It is our belief that Gold and Silver are now pricing in a decline in the US$ which will occur in Q4 2020. Gold is now trading independently of all other currencies, including the […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS S&P 500 MARKETS SETTING UP FOR ANOTHER INVESTOR SCARE Though the markets are in a confirmed uptrend that has not yet been broken (despite the March Covid-19 driven market plummet), three factors suggest we are nearing another market scare. A scare that […]
Gordon T Long Global Macro Research | Macro-Technical Analysis SII: RETAIL MALL OPERATORS RETAIL MALLS SUFFERING WORSENING SECULAR PROBLEMS THE MARKET REALITIES OF A DISAPPEARING MIDDLE CLASS Nowhere is the problem from a gutted and missing American middle class more obvious than the lineups at charity food pantries and government sponsored high school […]
