Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION CONCURRENT INFLATION AND DEFLATION?? Markets normally price forward with an 8 month lead time on economic expectations. Today's news often misinterprets market actions based on current news events versus explaining what the markets had anticipated 8 months earlier. However, the recent […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis ANALYTICS DRIVERS - YIELD UnderTheLens - MARCH A BOND MARKET REVOLT! The Bond Market has begun revolting as the "Bond Vigilante's" and Foreign Investors react to a new US Administration's planned policies of heavy borrowing, without an accompanying credible economic growth plan. Treasury investors are […]

Under The Lens MARCH 2021 PAY-PER-VIEW  $4.99 Watch Preview below (3min): FULL Content 14min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS Under The Lens March 2021 Current Global Macro Part II PREVIEW: Under The Lens March 2021 Current Global Macro Part II ANALYSIS INCLUDES FULL 14min Under The Lens Video: Current Global Macro Part […]

IN-DEPTH: TRANSCRIPTION - LONGWave - FEBRUARY - Beware of Cascading Fractals SLIDE DECK Download Slide Deck TRANSCRIPTION COVER 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 a professional financial […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS BOND BUBBLE LONG END OF THE TREASURY YIELD CURVE IS BREAKING HIGHER! Right on-time US Treasury Yields are spiking higher, as we have been warning of in prior newsletters. As we outlined, this Is a result of the correlation since 2008 with the […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INTEREST RATES RISING INFLATION YET RISING REAL RATES???? We clearly have mounting inflation pressures yet we are also seeing rising real rates. How exactly does that work?? To understand how this could happen is to understand what lies ahead! First, Real Rates […]

IN-DEPTH: TRANSCRIPTION - UnderTheLens - FEBRUARY - THE CURRENT GLOBAL MACRO SLIDE DECK Download Slide Deck TRANSCRIPTION COVER 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 a professional financial […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INTEREST RATES KEEP YOUR EYES FIRMLY ON INFLATION PRESSURES GM joined Nissan & Ford this week in suspending production due to semiconductor shortages used in their vehicles. Global factory growth is being stymied by stalling exports and supply constraints. Meanwhile, US Services […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis  TIPPING POINTS RISING INTEREST RATES   THE LULL BEFORE THE COMING STORM   Both the US 5Y/5Y Forwards and 5Y Break-Even (see chart below) have firmed above their psychologically important 2% cut-off, as investors have started to accept a more robust shift towards fiscal stimuli […]

VIDEO: 17 Minutes with 29 supporting slides SUBSCRIBER CONTENT ONLY Available as "Pay-Per-View" for Non-Subscribers SUBSCRIPTION OPTION DETAIL

  Gordon T Long Global Macro Research | Macro-Technical Analysis THESIS 2013 STATISM THE NARRATIVE NOW CONTROLS “WE THE PEOPLE” OUR ELECTED REPRESENTATIVES HAD LESS THAN 4 HOURS TO APPROVE A $1 TRILLION STIMULUS BILL - WHY??   What kind of perverse and irresponsible action is it when our elected representatives are given less than 4 […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis  THESIS 2013 STATISM   "WE THE PEOPLE" ARE LOSING OUR VOICE (AND THE US$) "WE THE PEOPLE" ARE LOSING OUR VOICE   We are witnessing a moral collapse in the media. The news is no longer "balanced" since the media now makes their 'big bucks' […]

VIDEO: 36 Minutes with 34 Supporting Slides

IN-DEPTH: TRANSCRIPTION - LONGWave - DECEMBER - Gold Will Test Your Courage SLIDE DECK Download Slide Deck TRANSCRIPTION COVER 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 a professional […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS BANKRUPTCIES / FLOWS & LIQUIDITY BIS WARNS: LIQUIDITY v SOLVENCY! The Bank of International Settlement is once again warning that the period of :Liquidity" is ending, and the next phase of the crisis about "Solvency" concerns, is now beginning. This is something we have been […]