Gordon T Long Global Macro Research | Macro-Technical Analysis tipping points BOND MARKET PREPARATIONS FOR THE POST DEBT CEILING MARKET The current Debt Ceiling wrangling will soon be resolved with the result being (as always) a dramatic increase in the debt ceiling. The establishment of a US debt ceiling has long been meaningless other […]

Under The Lens JUNE 2023PAY-PER-VIEW $4.99Watch Preview below (5min): FULL Content 35min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS Under The Lens June 2023 Will China Save the US from a Hard Landing? PREVIEW: Under The Lens June 2023 WILL CHINA SAVE THE US FROM A HARD LANDING? ANALYSIS INCLUDES FULL 35min Under The Lens […]

IN-DEPTH: TRANSCRIPTION - LONGWave - 05-10-23 - MAY - The End of the Cubicle Class  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.  […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis tipping points BOND MARKET ECONOMIC INDICATORS STEADILY DETERIORATING This week we do a deep dive into the deluge of economic indicators to see if there is consistent message signalling the realities of an imminent US Recession. THERE WAS! The only good news we witnessed was […]

- 32 MINUTE PODCAST - Gordon T. Long believes that the banking system is in an extinction event and that the Fed’s reduction of interest rates may initially create excitement, but will eventually break down. He also believes that the dollar is currently a safe haven, but that risk premiums on bonds will push interest rates […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO - US ECONOMY ECONOMIC INDICATORS BROADENING & DESTABILIZING SHOCK WAVES We have mistakenly and naively inserted Instability into a World of Incredible Complexity. The result has been and will continue to be broadening cascading shocks! SEQUENTIAL SERIES OF BROADENING CASCADING SHOCKS: SHOCK 1: COVID-19 […]

LONGWave MAY 2023PAY-PER-VIEW $4.99Watch Preview below (4min): FULL Content 25min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS LONGWave April 2023 End of the Cubicle Class PREVIEW: LONGWave May 2023 End of the Cubicle Class ANALYSIS INCLUDES FULL 39min LONGWave video:End of the Cubicle Class PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU HAVE READ, UNDERSTOOD, AND AGREE […]

IN-DEPTH: TRANSCRIPTION - UnderTheLens - 04-26-23 - MAY - A Crippled Credit Creation Channel 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 […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO - US ECONOMY DEBT MARKET THE PIPER MUST BE PAID! Unfortunately I am old enough to remember clearly when there were no credit cards, everything was transacted in cash (or consequentially simply not transacted at all) and banks lived by Borrowing Long Term and […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CONSUMER CONFIDENCE WHAT WE LEARNED FROM EARNINGS CALLS & LAYOFF ANNOUNCEMENTS The past week was the third week of "Earnings Season" when 40% of the S&P500 reports with ~64% having reported their Q1 earnings. This is sufficent to draw some conclusions. The earnings […]

Under The Lens MAY 2023PAY-PER-VIEW $4.99Watch Preview below (5min): FULL Content 20min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS Under The Lens MAY 2023 A Crippled Credit Creation Channel PREVIEW: Under The Lens May 2023 A CRIPPLED CREDIT CREATION CHANNEL ANALYSIS INCLUDES FULL 20min Under The Lens Video:A CRIPPLED CREDIT CREATION CHANNEL PLEASE READ: PURCHASING […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CONSUMER CONFIDENCE CRACKING CONFIDENCE & CRUMBLING COLLATERAL In our latest Macro Analytics video, Charles Hugh Smith and I review the "Waterfall" that is presently underway in the area of: The Repricing of Risk The Revaluing of Collateral, and A Forced Increase in Productivity […]

VIDEO: 36 Minutes with 45 Supporting Slides KEY MESSAGES In discussions Charles High Smith and I saw three themes that were independently coming out in our writings. REPRICING OF RISK: The reality that Risk was going to have to be Repriced, REVALUING COLLATERAL: The fact that Collateral that underpins credit was both seriously overvalued and […]

IN-DEPTH: TRANSCRIPTION - LONGWave - 03-05-23 - APRIL – IN TROUBLE! – "The New Big Short”? 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 […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis THESIS PAPERS UPDATE - 2018, 2019, 2020, 2021 THE FOURTH TURNING IS HAPPENING! In my daily exchanges with colleagues and subscribers it is quite clear there are opposing views of what is happening on the global stage. Feelings differ significantly from those held within America […]