Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL EU AN EU SOVEREIGN BANKING CRISIS II The Fed rate hikes are toxic for both the Euro and the Yen. The people of both Europe and Japan face losing a great deal of their wealth if the Euro and Yen continue to fall. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL JAPAN A TENUOUS JAPANESE CARRY TRADE? My view of Japan over the last couple of decades has changed. During the era of what even Japan refers to as the “Lost Decades”, I have come to view Japan as a Bank! It operates like […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US PUBLIC POLICY BIDEN’S “INCREDIBLE TRANSITION”! I personally don’t recall anytime during the last US Presidential election voting for any “Incredible Transition”! Amongst other forums, I listened to all the Presidential debates and there never was a mention of any such plan or policy […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY THE THE POWELL PUT THE MOST IMPORTANT NUMBER IN 2022 First of all, POWELL’S PUT is not a market price nor is it a percentage drop in the market. It is the Real Fed Funds Rate dictated by the timing and […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY POLICY POWELL’S POLITICAL PIVOT(S) The US Federal Reserve operates in an independent fashion to a large degree, separated from the turmoils of political pressures. There are however a few exceptions, the most notable being: During the Renomination Cycle of an incumbent Fed […]
VIDEO: 41 Minutes with 45 Supporting Slides
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CHINESE CONTAGION: A CENTRAL ISSUE IN 2022! This month’s November UnderTheLens video unfortunately could only begin to touch the surface of broadening issues underway in China which will soon ‘spill over’ and take both the world economy and global Geo-Politics with […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO: CHINA CREDIT CRACKS IN CREDIT AND POTENTIAL CASCADING VaR CONSEQUENCES We warned in last months UnderTheLens video “The Crowd Will Be Wrong About The Coming Market Top!” that it was important to watch the Credit Markets for early warnings and confirmations. Traditionally, this […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO GLOBAL ECONOMIC OUTLOOK “GLOBAL WARMING” IS MOST FUNDAMENTALLY ABOUT “GLOBAL MONEY PRINTING”! We recently outlined how a plan is well underway to spend $150 trillion over 30 years globally. This will average $5 trillion in annual investments – amounting to twice current global […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO GLOBAL ECONOMIC OUTLOOK WILL THE CURRENT ENERGY SHORTAGE SHOCK IMPEDE THE CLIMATE CHANGE JUGGERNAUT? The short answer is NO!. Matter of fact it will accelerate it, justify it and finance it!! How so you ask? Let me show you the dirty little […]
