GORDON T LONG Market Research & Analytics

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

ARTICLES & KEY FOCUSES

IN-DEPTH: TRANSCRIPTION – REGIONAL UPDATE – JUNE 2019

IN-DEPTH: TRANSCRIPTION – REGIONAL UPDATE – JUNE 2019 COVER AGENDA SLIDE 5 – EU THE EUROZONE SLOWDOWN IS MORE PROBLEMATIC THAN THE GLOBAL ONE Starting with the Eurozone, the problem here is threefold: Demographic, High state and fiscal interventionism, Lack of technological leadership If we add the political risk of some governments who want […]
IN-DEPTH: TRANSCRIPTION – MAY – ENDING DIAGONALS EVERYWHERE!

IN-DEPTH: TRANSCRIPTION – MAY – ENDING DIAGONALS EVERYWHERE! COVER AGENDA SLIDE 5 – INTRA-MARKET SIGNALS I would like to begin this session as I did last month with a discussion regarding the Intra-Market signals . Let’s again start with the currency market and specifically the US Dollar. As you have seen before I show here the […]
IN-DEPTH: TRANSCRIPTION – MACRO OUTLOOK – MAY 2019

IN-DEPTH: TRANSCRIPTION – MACRO OUTLOOK – MAY 2019 COVER AGENDA SLIDE 5 – ECONOMIC INDICATORS The UK Telegraph writes: “An industrial slump has been triggered by a perfect storm of factors, including China’s slowdown, the car industry downturn, Brexit paralysis and Donald Trump’s attempt to upend the international trade system with tariffs on European and […]
IN-DEPTH: TRANSCRIPTION – THE YEAR OF THE “RIGHT SHOULDER”?

IN-DEPTH: TRANSCRIPTION – THE YEAR OF THE “RIGHT SHOULDER”? COVER AGENDA SLIDE 5 – INTRA-MARKET SIGNALS I would like to begin this session with a discussion regarding the Intra-Market signals and what prompted us in Q4 2018 to call 2019 as likely the year of the “Right Shoulder”! Let’s start with the currency market and specifically […]
AMERICANS FLEEING UNAFFORDABLE & DYSFUNCTIONAL US CITIES

AMERICANS FLEEING UNAFFORDABLE & DYSFUNCTIONAL US CITIES Charles Hugh Smith authored the following to accompany our research and video :”MACRO ANALYTICS – 04 18 19 – Forced Migration in America”. America’s Forced Financial Flight: Fleeing Unaffordable and Dysfunctional Cities April 22, 2019 The forced flight from unaffordable and dysfunctional urban regions is as yet a […]
MONETARY MALPRACTICE: THE PROOF IS NOW EVERYWHERE!

MONETARY MALPRACTICE: THE PROOF IS NOW EVERYWHERE! MATASII RESEARCH ANALYSIS & SYNTHESIS: I put this road-map together in 2012 (see copyright logo) on what we should expect based on the Federal Reserve practicing policies of ZIRP and what was then a new concept – Quantitative Easing (QE1). It has proven to be prescient! Below is […]

VIDEO

LONGWave – 06 12 19 – JUNE – Shifting Investor Confidence

UnderTheLens – 05-22-19 – JUNE – Regional Developments

HIGHLIGHTS

KEY DATES – MAY 2019

CYCLES: MORE THAN JUST A POST WWII ECONOMIC PROBLEM

SYNTHESIS & FOCUS

05-05-19-MATA-FUNDAMENTALS-Net Profit Margin Expectations-1

CORPORATE FUNDAMENTALS DISCONNECTED WITH ‘BAKED-IN” FUTURE REALITY

GLOBAL CDS – WINNERS & LOSERS

04-02-19-TP-BOND BUBBLE-Global Debt Tops $244.2T - Now Exceeding 3X Global GDP-1b

GLOBAL DEBT TOPS $244.2T, CRITICALLY EXCEEDING 3X GLOBAL GDP

02-19-19-TP-FLOWS & LIQUIDITY-China Social Financing - Credit Impulse-Borrows 5% of GDP-1

CHINA JUST BORROWED 5% OF GDP IN ONE MONTH – COMPARABLE ONLY TO WWII LEVELS

THESIS

2019 THESIS

NOW AVAILABLE 2019 Thesis: De-Dollarization

Learn More!

GDP GENERATING CAPACITY OF GLOBAL DEBT IS DIMINISHING RAPIDLY

GOVERNMENT SPENDING & SLOWING SAVINGS ARE STRANGLING CAPITALISM

DE-DOLLARIZATION: CHINA DUMPS US TREASURIES AT FASTEST PAST IN 2 YEARS IN MARCH

TIPPING POINTS

TIPPING POINTS

From Gordon's process of Abstraction & Synthesis, Global Macro Research is organized in to categories or TIPPING POINTS, which are ranked within Risk Levels. From these Gordon is able to connect the dots and formulate his Thesis, Themes, MATA and other conclusions. Here are a couple of recent TIPPING POINTS - see what Gordon is reading and considering significant. Check back often as these are updated regularly.