Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US DOLLAR STRENGTH TIME TO TALK THE US DOLLAR! The US Dollar’s rise is benefiting both from concerns that the latest wave of Covid-19 and China’s problems will dent global growth, and additionally from the perception that the Federal Reserve will need to […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY WEALTH INEQUALITY WASN’T BY HAPPENSTANCE! Global sovereign debt has been expanding at historic rates with the US Debt quickly now approaching $30T with the US Debt Ceiling moratorium ending Saturday July 31st. Overlay this with a $3.5T US budget reconciliation bill […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESMENT INSIGHTS US DOLLAR DOLLAR STRENGTH UNTIL JACKSON HOLE … THEN WE WORRY! There has been a distinct shift in the perception of traders regarding the US Dollar. It may presently be an opportunity for longer term investors, at least until the annual Economic […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESMENT INSIGHTS US DOLLAR HISTORIC TWIN DEFICITS WILL COME WITH A MAJOR COST! AT THE CRAP TABLES EVENTUALLY THE HOUSE WON’T EXTEND CREDIT & SPOT THE MARKER! Anyone with even a modest understanding of Economics knows that the US has been spending beyond […]
Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INSIGHTS CURRENCIES – EURUSD A STRONGER EURUSD HAS BEEN HELPING POWER PRECIOUS METALS As we outlined in this month’s UnderTheLens video we expect structural weakness in the US$ 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 […]
SHADOW BANKING & ‘EURO PAIR’ STRAINS Today, we have excessive speculation in favor of the dollar and against everything else. The most destabilizing element for the dollar is the relationship between the dollar and the euro, and to a lesser extent the Japanese yen. This interest rate cum bond yield arbitrage is bound to prove […]
THE HEADLINE: EURUSD RISE MAY BE CAPPED BY CAUTIOUS ECB STATEMENT MATASII SII ANALYSIS: MARCH 17, 2018 – EURUSD IDEA: The weekly chart (left) shows an expanding wedge with the market nearing the wedge’s support. Horizontal blue dashed Fibonacci levels can also be seen to be respected, with the market consistently bouncing between them. Moving through or […]
THE HEADLINE: Foreign Capital Has Been Propping Up China’s Currency. Here’s What Happens When It Leaves. MATASII SII ANALYSIS: MARCH 13th, 2018 – USDCNY IDEA: In general, the drop we can see from the USDCNY since the start of 2017 has followed along with the fall off in the USD. Keeping an eye on the […]
THE HEADLINE: JAMES RICKARDS: Be Prepared for a Cheaper Dollar MATASII SII ANALYSIS: MATASII: USD IDEA – March 6th, 2018 The USD has now dropped to several long term support / resistances. The weekly (left) chart shows a potential count (black) for the drop since the start of 2017; and we are still looking […]
