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 […]
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 & FISCAL POLICY A FINANCIAL SHOCKWAVE OF POLITICALLY DRIVEN POLICY BLUNDERS THERE WILL BE UNINTENDED CONSEQUENCES! We have been witnessing the wholesale and rapid withdrawal of central bank stimulus globally: Last week the ECB was the second giant to Taper bond […]
RECAP: PLANNED US TAX INCREASES Here is a recap of the planned tax increases being debated in congress and expected to be part of the Biden Regime’s $3T Tax Increases.
EXPECTED US DEBT CEILING & “CR” ROADMAP Here is our assessment of what to expect during the upcoming Congressional Debt Ceiling debate tied to the $3.5T Continuing Resolution (CR). Our conclusion is to expect Sub-Option-Plan A
