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GORDON T LONG Market Research & Analytics: MACRO

Through extensive research, and his process of Abstraction  & Synthesis, Gordon delivers frank perspectives on global macro-economics and insightful conclusions not found in mainstream commentaries.

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MACRO ANALYTICS

MACRO

  • “DON’T WORRY THEY’LL PRINT THE MONEY!” – WELL, THEY JUST STARTED… AGAIN!!
    January 16, 2019
    "DON'T WORRY THEY'LL PRINT THE MONEY!" - WELL, THEY JUST STARTED... AGAIN!! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: MACRO MONETARY POLICY SOURCE:  01-16-19 - "Is This The Real Reason Why Stocks Are Surging?" MATASII SYNTHESIS:
  • IT’S TIME TO WORRY ABOUT THE EU – EVERYONE SOON WILL
    January 16, 2019
    IT'S TIME TO WORRY ABOUT THE EU - EVERYONE SOON WILL A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: REGIONAL - EU SOURCE:  01-14-19 - Hale Stewart - "It's Time To Worry About The EU" MATASII SYNTHESIS: GDP data for the region is
  • THE FAILED EU EXPERIMENT – CENTRAL ISSUE WAS FINANCIAL EXPLOITATION
    January 16, 2019
    THE FAILED EU EXPERIMENT - CENTRAL ISSUE WAS FINANCIAL EXPLOITATION A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE SOURCE:  01-13-19 - Charles Hugh Smith via OfTwoMinds blog - "The Decline And Fall Of The European Union" MATASII SYNTHESIS: The
  • THE EU IN 2019 – THE PROBLEM OF SURVIVAL
    January 14, 2019
    THE EU IN 2019 - THE PROBLEM OF SURVIVAL A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE SOURCE:  01-10-19 - Authored by Rostislav Ishchenko (translated by Ollie Richardson and Angelina Siard) via The Saker blog - "The EU In 2019 – The Problem Of
  • AN EU BANKING CRISIS DEAD AHEAD!
    January 12, 2019
    AN EU BANKING CRISIS DEAD AHEAD! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE SOURCE:  01-10-19 - GoldMoney, Alasdair Macleod - "The Tragedy Of The Euro" YOUR MATASII SYNTHESIS There are mounting risks of a new Eurozone systemic crisis. A softening
  • COLLAPSING PRODUCTIVITY WILL CHANGE EVERYTHING – MONETARY, FISCAL & PUBLIC POLICY
    January 5, 2019
    COLLAPSING PRODUCTIVITY WILL CHANGE EVERYTHING - MONETARY, FISCAL & PUBLIC POLICY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: US - INDICATORS - GROWTH SOURCE:  01-02-19 - Peter Diekmeyer - "Collapsing U.S. Productivity Changes
  • MORE SIGNS OF RAPIDLY SLOWING GLOBAL ECONOMY
    January 2, 2019
    MORE SIGNS OF RAPIDLY SLOWING GLOBAL ECONOMY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MATA: DRIVERS  - CREDIT SOURCE:  01-02-19 - "Global Economic Slump Imminent As Korean Exports 'Canary' Crashes" YOUR MATASII RESEARCH TAKEAWAYS:
  • THESE ARE “POLICY MISTAKE FLOWS” – THERE IS A FEAR OF A “CREDIT EVENT” & “POLICY IMPOTENCE”!
    December 21, 2018
    THESE ARE "POLICY MISTAKE FLOWS" - THERE IS A FEAR OF A "CREDIT EVENT" & "POLICY IMPOTENCE"! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MATA: RISK 12-21-18 - ""A Sea Of Fed": Record Outflows Confirm "Policy Mistake"" MATASII
  • FEDEX SLASHES OUTLOOK ON ABRUPT FALLOFF – WARNS OF POSSIBLE “SEVERE GLOBAL RECESSION”
    December 19, 2018
    FEDEX SLASHES OUTLOOK ON ABRUPT FALLOFF - WARNS OF POSSIBLE "SEVERE GLOBAL RECESSION" A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: MACRO - OUTLOOK & INDICATORS 12-19-18 - BNN Bloomberg - "FedEx's slashed forecast, warning on
  • A GLOBAL DEARTH OF LIQUIDITY
    December 8, 2018
    A GLOBAL DEARTH OF LIQUIDITY A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE 12-06-18 - Pater Tenebrarum - "A Global Dearth of Liquidity" MATASII TAKEAWAYS: EURO AREA MONEY SUPPLY GROWTH SLOWING FAST In 2000, a slowdown to 5% annualized growth in Money
  • WTO WARNS: GLOBAL TRADE SLOWDOWN TO ACCELERATE IN Q4
    December 7, 2018
    WTO WARNS: GLOBAL TRADE SLOWDOWN TO ACCELERATE IN Q4 A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: MACRO OUTLOOK / INDICATORS 11-27-18 - WTO - via ZeroHedge -  "WTO Warns Global Trade Slowdown To Accelerate In Q4" MATASII TAKEAWAYS:
  • THE MAKINGS OF A GLOBAL DEBT CRISIS ARE NOW IN PLACE
    December 7, 2018
    THE MAKINGS OF A GLOBAL DEBT CRISIS ARE NOW IN PLACE A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE 12-04-18 - Daily Reckoning - James Rickards - "The Makings Of A Global Debt Crisis Are Now In Place" MATASII TAKEAWAYS: Synchronized global growth has
  • NOW THE EU PROPOSES WIDESPREAD DE-DOLLARIZATION INITIATIVES
    December 4, 2018
    NOW THE EU PROPOSES WIDESPREAD DE-DOLLARIZATION INITIATIVES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE 12-03-18 - "EU Proposes Widespread 'De-Dollarization' Initiatives" MATASII TAKEAWAYS: The dollar's reign as reserve currency will end slowly at
  • FED JUST HAD A BIG WEEK – WHAT WE LEARNED
    December 2, 2018
    FED JUST HAD A BIG WEEK - WHAT WE LEARNED A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: US - MONETARY POLICY 12-02-18 - Bloomberg - "Powell's Fed Had a Big Week. Here Are Four Things We Learned." MATASII TAKEAWAYS:  FED CHAIRMAN
  • THESE COUNTRIES ARE QUICKLY & QUIETLY DUMPING THE DOLLAR
    December 1, 2018
    THESE COUNTRIES ARE QUICKLY & QUIETLY DUMPING THE DOLLAR A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE 11-29-18 - Robert Wheeler via Daisy Luther's Organic Prepper blog - "These Countries Are Quickly And Quietly Dumping The Dollar" MATASII
  • POWELL UNLEASHES MOST POWERFUL BUYING FRENZY SINCE FEBRUARY VIXplosion
    November 28, 2018
    POWELL UNLEASHES MOST POWERFUL BUYING FRENZY SINCE FEBRUARY VIXplosion A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: US MONETARY 11-28-18 - "Powell Unleashes Most Powerful Buying Frenzy Since February VIXplosion" MATASII TAKEAWAYS:
  • OIL COLLAPSE TAKING INFLATION PRESSURES OFF FED HIKES
    November 28, 2018
    OIL COLLAPSE TAKING INFLATION PRESSURES OFF FED HIKES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MATA: DRIVERS  - INFLATION MACRO: US MONETARY 11-25-18 - RealInvestmentAdvice.com  Lance Roberts - "Oil Sends A "Crude Warning" MATASII
  • OECD: GLOBAL GROWTH IS SLOWING AMID RISING TRADE & FINANCIAL RISKS
    November 27, 2018
    OECD: GLOBAL GROWTH IS SLOWING AMID RISING TRADE & FINANCIAL RISKS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: GLOBAL RISK - ASSESSMENT MACRO: MACRO OUTLOOK 11-21-18 - OECD - "Global growth is slowing amid rising trade and
  • EMERGING MARKETS: THE REAL PAIN FROM THE US$ HAS YET TO APPEAR – ASIAN CRISIS ALL OVER AGAIN
    November 27, 2018
    EMERGING MARKETS: THE REAL PAIN FROM THE US$ HAS YET TO APPEAR - ASIAN CRISIS ALL OVER AGAIN A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE 11-16-18 - D. H. Taylor - "Emerging Markets: The Real Pain Has Yet To Appear" MATASII TAKEAWAYS: When you start
  • PENCE UNVEILS PLAN FOR US-AUSTRALIAN PACIFIC BASE, SPIKING TENSIONS WITH CHINA
    November 26, 2018
    PENCE UNVEILS PLAN FOR US-AUSTRALIAN PACIFIC BASE, SPIKING TENSIONS WITH CHINA A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: GLOBAL RISK - SIGNALS: TENSIONS & CONFLICT 11-17-18 - "Pence Unveils Plan For US-Australian Pacific Base,
  • “THE OUTLOOK FOR THE GLOBAL ECONOMY HAS DETERIORATED”: OIL, COPPER & LUMBER SIGNAL THE NEXT ECONOMIC DOWNTURN IS HERE
    November 25, 2018
    "THE OUTLOOK FOR THE GLOBAL ECONOMY HAS DETERIORATED": OIL, COPPER & LUMBER SIGNAL THE NEXT ECONOMIC DOWNTURN IS HERE A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: MACRO INDICATORS 11-19-18 - Michael Snyder via The Economic
  • SOUTH KOREAN PRESIDENT CALLS FOR IMF EFFORTS TO PREVENT FINANCIAL CRISIS
    November 24, 2018
    SOUTH KOREAN PRESIDENT CALLS FOR IMF EFFORTS TO PREVENT FINANCIAL CRISIS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: MACRO OUTLOOK 11-18-18 - The Korea Herald - "Moon calls for IMF efforts to prevent financial crisis" MATASII
  • IMF SOUNDS THE ALARM ON LEVERAGED LENDING
    November 23, 2018
    IMF SOUNDS THE ALARM ON LEVERAGED LENDING A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: GLOBAL RISK - ASSESSMENT MACRO: MACRO - INDICATORS 11-16-18 - IMF Blog - "IMF Sounds The Alarm On Leveraged Lending" MATASII TAKEAWAYS:
  • AMERICA IS NOT AN ISLAND: FED SHOULD STOP RATE HIKES – WSJ AGREES!
    November 22, 2018
    AMERICA IS NOT AN ISLAND: FED SHOULD STOP RATE HIKES - WSJ AGREES! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: MACRO MONETARY MACRO: US - MONETARY 11-16-18 - WSJ - "WSJ Agrees With Trump: Fed Should Stop Hiking" MATASII TAKEAWAYS:
  • NOMURA WORRIEDLY WARNS: “ONLY THE G-20 CAN “KICK-SAVE” GLOBAL RISK SENTIMENT NOW!”
    November 21, 2018
    NOMURA WORRIEDLY WARNS: "ONLY THE G-20 CAN "KICK-SAVE" GLOBAL RISK SENTIMENT NOW!" A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: MACRO INDICATORS 11-13-18 "Nomura Warns "Only The G-20 Can 'Kick-Save' Global Risk Sentiment Now"" MATASII
  • “IT WILL BE A COLD WAR”: APEC SUMMIT ENDS IN UNPRECEDENTED CHAOS AFTER DRAMATIC US-CHINA SHOWDOWN
    November 20, 2018
    "IT WILL BE A COLD WAR": APEC SUMMIT ENDS IN UNPRECEDENTED CHAOS AFTER DRAMATIC US-CHINA SHOWDOWN A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: GEO-ECONOMICS - TRADE WARS 11-18-18 - ""It Will Be A Cold War": APEC Summit Ends In
  • MONETARY MALPRACTICE – JAPANESE QQE
    November 20, 2018
    MONETARY MALPRACTICE - JAPANESE QQE A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE xx-xx-18 - Alhambra, Jeff Snider - "The Obvious Politics of Downturn(s)" MATASII TAKEAWAYS: This year is proving to be a trainwreck in too many important places. It was
  • OIL PRICES ARE CONFIRMING GLOBAL REFLATION IS OVER
    November 19, 2018
    OIL PRICES ARE CONFIRMING GLOBAL REFLATION IS OVER A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS  REFERENCE MACRO: MACRO OUTLOOK 11-15-18 - RealInvestmentAdvice, Lance Roberts - "Oil Prices Are Confirming Global Reflation Is Over" MATASII TAKEAWAYS:
  • CHINESE AUTO SUFFER HISTORIC COLLAPSE; SET FOR FIRST DECLINE IN 30 YEARS
    November 18, 2018
    SII AUTO RESULTS: 11-15-18 A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS  REFERENCE SII - RETAIL AUTOMOTIVE  11-09-18 - "Chinese Auto Sales Suffer Historic Collapse; Set For First Annual Decline In 30 Years" 11-11-18 - "Auto Stocks Slide On Reports US
  • KYLE BASS: THE COMING CHINA RESET WILL MEAN A 30% DROP IN THE YUAN WITHIN TWO YEARS
    November 18, 2018
    KYLE BASS: THE COMING CHINA RESET WILL MEAN A 30% DROP IN THE YUAN WITHIN TWO YEARS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS  REFERENCE 11-14-18 - "Kyle Bass Doubles-Down On Yuan Short, Calls For "China Reset"" MATASII TAKEAWAYS: Hayman Capital's Kyle