Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL RECESSION GLOBAL RECESSION NOW IN THE CARDS! A TWO YEAR $5-$5.5 TRILLION GLOBAL GDP HIT WON’T QUICKLY BE MADE UP ASSURING GLOBAL RECESSION! The coronavirus pandemic has been widely expected to rob the global economy of more than $5 trillion of growth over the next […]
MACRO
TWO FLAWED HOPES: LIQUIDITY & STIMULUS
Gordon T Long Global Macro Research | Macro-Technical Analysis FEATURE ARTICLES MACRO – MONETARY & FISCAL POLICY TWO FLAWED HOPES: LIQUIDITY & STIMULUS For decades the “go to” strategy anytime financial turmoil, crisis or shocks impact the economy the solution has been two fold: i) Central Banks to immediately inject large amounts of Liquidity […]
TOO BIG TO BAIL?
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO MONETARY & FISCAL POLICY TOO BIG TO BAIL? The Global Central Banks are all conducting their regularly scheduled meetings this week. There can be little doubt that inter-bank dialogue has preceded these meetings to coordinate some measure of needed but not yet undertaken, global […]
TOO MANY TO SAVE?
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO MONETARY & FISCAL POLICY TOO MANY TO SAVE? The current market mentality is that the massive and unprecedented Monetary & Fiscal intervention measures are going to work. Many investors firmly believe in the proven market adage of: “Don’t Fight the Fed!”. It worked (on the surface) […]
FED’S “3 HISTORIC FIRSTS” COMING UP SHORT
Gordon T Long Global Macro Research | Macro-Technical Analysis US MONETARY POLICY FED’S “3 HISTORIC FIRSTS” COMING UP SHORT IN HALTING A DEEP GLOBAL RECESSION On April 9th the historic and unprecedented $2.3T US Federal Reserve Bailout Program was released. This was one day after April’s LONGWave subscriber video release. The LONGWave video […]
THE “TRANSITION STAGE” IN THE ROAD TO A FIAT CURRENCY FAILURE
THE “TRANSITION STAGE” IN THE ROAD TO A FIAT CURRENCY FAILURE STAGE I: SLOWING REAL RATE OF GLOBAL ECONOMIC GROWTH Unsound Money & Fiat Currencies (Illusion of Money) Mispricing of Risk (Monetary Bond Policies: QQE, QE, TLTRO) Loss of Price Discovery (Monetary Short Rate Liquidity Policies) STAGE II: IMPAIRMENT OF CAPITALISM Distortions Create Fragility Investment […]