Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS EU BANKING CRISIS II WILL THE EU BE THE FIRST CASUALTY OF A SPRUNG GLOBALIZATION TRAP?   No major region in the world is presently being economically hit harder than the Euro Area! The EU is not only one of the hardest-hit by the COVID-19 pandemic, but also the weakest, most […]

Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS A GUTTED WORKING MIDDLE CLASS HAS COVID-19 SPRUNG THE GLOBALIZATION TRAP?   In this month's UnderTheLens video we discussed a number of generally accepted definitions of a "Liquidity Trap". In its simplest form a Liquidity Trap occurs:   When consumers and corporations slow their […]

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Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY IS THE FED SLOWING TO CHANGE DIRECTION? We are very clear in this month's LONGWave video that the only number that counts is the rate of change of the Global Liquidity Proxy. We told you to watch it closely!   Well. […]

Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS FLOWS & LIQUIDITY CAN A STOCK MARKET DISCONNECTED FROM THE ECONOMY BE MAINTAINED?    There is little dispute amongst long term market professional that equity markets have disconnected from the economy. Yesterday, yet another investment legend Jeremy Grantham went on record that in his […]

Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS SHRINKING REVENUE GROWTH RATE THE FALLING DOMINOES AHEAD The Reverse Wealth Effect though underway will likely not fully show itself until Stage 5 of an expected toppling of cascading economic dominoes still ahead of us:   STAGE 1: CHRONIC UNEMPLOYMENT On-Going Forced Cuts of Fixed & […]

Gordon T Long Global Macro Research | Macro-Technical Analysis  SII: RETAIL MALL OPERATORS   RETAIL MALLS SUFFERING WORSENING SECULAR PROBLEMS THE MARKET REALITIES OF A DISAPPEARING MIDDLE CLASS   Nowhere is the problem from a gutted and missing American middle class more obvious than the lineups at charity food pantries and government sponsored high school […]

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VIDEO: 42 Minutes with 35 Supporting Slides  

Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS GEO-POLITICAL EVENT GEO-POLITICAL TENSIONS ROOTED IN SHIFTING SENTIMENT As we outlined in the June 2020 UnderTheLens video, Peter Turchin's cycle of social integration and disintegration outlined in his 2016 book Ages of Discord concludes:   Human history manifests cycles of social disintegration and integration in […]

Gordon T Long Global Macro Research | Macro-Technical Analysis  TIPPING POINTS PUBLIC SENTIMENT & CONFIDENCE   WHY A MIND-BLOWING SPIKE IN THE PERSONAL SAVINGS RATE? Over the past few weeks there has been an extraordinary shift in the market's mindset.    We have moved from expectations of a stock market wipe-out and bond Armageddon into […]

UnderTheLens - 05 27 20 - JUNE A Secular Sentiment Shift SUBSCRIBERS ONLY - NO LINK    SUBSCRIBER CONTENT ONLY SUBSCRIPTION OPTION DETAIL

Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL RECESSION GLOBAL RECESSION Now In The Cards! A TWO YEAR $5-$5.5 TRILLION GLOBAL GDP HIT WON'T QUICKLY BE MADE UP ASSURING GLOBAL RECESSION! The coronavirus pandemic has been widely expected to rob the global economy of more than $5 trillion of growth over the next […]

Gordon T Long Global Macro Research | Macro-Technical Analysis  FEATURE ARTICLES MACRO - MONETARY & FISCAL POLICY   TWO FLAWED HOPES: LIQUIDITY & STIMULUS For decades the "go to" strategy anytime financial turmoil, crisis or shocks impact the economy the solution has been two fold: i) Central Banks to immediately inject large amounts of Liquidity […]

Gordon T Long Global Macro Research | Macro-Technical Analysis  FEATURE ARTICLES MACRO   IS TRUMP MAKING THE SAME MISTAKE AS HOOVER? Comparisons to the 2008 crisis or even the 1929 stock market crash that started the Great Depression fail to capture the magnitude of the economic damage of the CoronaVirus. You may have to go back […]