
Gordon T Long
Global Macro Research | Macro-Technical Analysis
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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IN-DEPTH: TRANSCRIPTION – LONGWave – 11-08-23 – NOVEMBER – The Slow Choking of Credit
IN-DEPTH: TRANSCRIPTION – LONGWave – 11-08-23 – NOVEMBER – The Slow Choking of Credit SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. […]
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IN-DEPTH: TRANSCRIPTION – UnderTheLens – 10-25-23 – NOVEMBER – What Is the Fed’s QT Goal?
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 10-25-23 – NOVEMBER – What Is the Fed’s QT Goal? SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussion purposes ONLY. […]
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IN-DEPTH: TRANSCRIPTION – LONGWave – 10-11-23 – OCTOBER – Yields: How High Is Too High?
IN-DEPTH: TRANSCRIPTION – LONGWave – 10-11-23 – OCTOBER – Yields: How High Is Too High? SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussion purposes […]
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IN-DEPTH: TRANSCRIPTION – UnderTheLens – 09-20-23 – OCTOBER – Can China Rescue the World Again?
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 09-20-23 – OCTOBER – Can China Rescue the World Again? SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussion purposes […]
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IN-DEPTH: TRANSCRIPTION – LONGWave – 09-06-23 – SEPTEMBER – Why Are Central Banks Buying Gold
IN-DEPTH: TRANSCRIPTION – LONGWave – 09-06-23 – SEPTEMBER – Why Are Central Banks Buying Gold SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussion purposes […]
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IN-DEPTH: TRANSCRIPTION – UnderTheLens – 08-23-23 – SEPTEMBER – The Realities of Bidenomics
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 08-23-23 – SEPTEMBER – The Realities of Bidenomics SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult […]

TIPPING POINTS
ANALYTICS
Recent Posts
ELECTION YEAR “GIMMICKS” ABOUT TO UNFOLD
November 27, 2023CHINA’S XI JINPING RECEIVES THREE STANDING OVATIONS BY TOP S&P 500 CEOs?
November 19, 2023WILL GERMANY TAKE THE EU ECONOMY DOWN WITH IT?
October 9, 2023TIME TO PAY ATTENTION TO THE JAPANESE CARRY TRADE!
September 18, 2023POLITICAL WILL IS LACKING, WHILE RHETORIC IS OVERLY ABUNDANT!
August 28, 2023
THESIS & THEMES
Recent Posts
THE FOURTH TURNING IS HAPPENING!
April 17, 2023FALLING US PRODUCTIVITY IS THE RESULT OF FAILED PUBLIC POLICY
September 4, 2022MOUNTING US STRUCTURAL LABOR ISSUES
August 28, 2022AN EU SOVEREIGN BANKING CRISIS II
July 4, 2022A TENUOUS JAPANESE CARRY TRADE?
June 27, 2022
VIDEO
Recent Posts
FSN INTERVIEW: INSIGHTS ON NAVIGATING ECONOMIC CHALLENGES
November 11, 2023FSN INTERVIEW: THE CREDIT BUST IS HERE!
May 16, 2023MACRO ANALYTICS – 04 13 23 – Its a Waterfall – Risk, Collateral & Productivity
April 18, 2023FSN INTERVIEW: A NEW RECESSION COMING IN JUNE
March 2, 2023WEALTHION: A MACRO SITUATIONAL ANALYSIS OF THE MARKETS
February 6, 2023
ARTICLES & KEY FOCUSES
Recent Posts
IN-DEPTH: TRANSCRIPTION – LONGWave – 11-08-23 – NOVEMBER – The Slow Choking of Credit
November 22, 2023IN-DEPTH: TRANSCRIPTION – UnderTheLens – 10-25-23 – NOVEMBER – What Is the Fed’s QT Goal?
November 8, 2023IN-DEPTH: TRANSCRIPTION – LONGWave – 10-11-23 – OCTOBER – Yields: How High Is Too High?
October 25, 2023IN-DEPTH: TRANSCRIPTION – UnderTheLens – 09-20-23 – OCTOBER – Can China Rescue the World Again?
October 4, 2023IN-DEPTH: TRANSCRIPTION – LONGWave – 09-06-23 – SEPTEMBER – Why Are Central Banks Buying Gold
September 20, 2023
TIPPING POINTS
Recent Posts
2% INFLATION BY SUMMER 2024??
November 12, 2023EXPLODING US DEBT INTEREST WILL REQUIRE MASSIVE INCREASES IN TAX REVENUES
November 6, 2023THE STRATEGIC IMPERATIVE OF DE-RISKING, ON-SHORING AND FRIEND-SHORING
October 29, 2023THE GLOBAL BENCHMARK US 10Y TREASURY IS NO LONGER “RISK FREE”!
October 23, 2023IS THE US BEGINNING TO SPIN OUT OF FINANCIAL CONTROL?
October 16, 2023