Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION A COMING GLOBAL SHIFT ACROSS INFLATION SENSITIVE ASSETS We have been arguing that though Inflation pressures are clearly with us, many of the underlying drivers are associated with bottlenecks in the 'just-in-time' (no inventory) global supply chains restarting from Covid-19 lock-downs. […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISING INFLATION WHAT INFLATION MEANS TO THE MARKETS We are presently caught in what has become a manic concern that inflation is approaching like a looming tidal wave. There is little doubt that Inflation continues to grow and broaden in scope. However, the […]

LONGWave APRIL 2021 PAY-PER-VIEW  $4.99 Watch Preview below (3min): FULL Content 14min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS LONGWave APRIL 2021 COVID Triggered Inflation PREVIEW: LONGWave April 2021 COVID Triggered Inflation ANALYSIS INCLUDES FULL 22min LONGWave video: COVID Triggered Inflation PLEASE READ: PURCHASING ACCESS ACKNOWLEDGES YOU HAVE READ, UNDERSTOOD, AND AGREE TO THE […]

IN-DEPTH: TRANSCRIPTION - UnderTheLens - APRIL - CURRENT GLOBAL MACRO - Part III 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 […]

IN-DEPTH: TRANSCRIPTION - LONGWave - MARCH - YIELD CURVE CONTROL versus NEGATIVE REAL RATES 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 […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES COMMODITIES - HARD ASSETS WHAT DO REAL YIELDS TELL US ABOUT YELLOW & BLACK GOLD? Today, official Inflation Breakeven is the forecast that is derived from the difference between the yields on inflation-linked and fixed bonds of a given maturity or as […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS BOND BUBBLE BOND MARKET NEEDS TO CONSOLIDATE BOND MARKET NEEDS TO CONSOLIDATE The historic lift in bond yields has rapidly changed the investment landscape. Bond holders have experienced ~3.7% losses so far in 2021. It has been one of the worst year-beginning starts […]

Under The Lens MARCH 2021Part 3 - PAY-PER-VIEW $4.99Watch Preview below (5min): FULL Content 14min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS Under The Lens March 2021 Current Global Macro Part III PREVIEW: Under The Lens March 2021 Current Global Macro Part II ANALYSIS INCLUDES FULL 14min Under The Lens Video:Current Global Macro Part III […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES BONDS & CREDIT IS THIS A RATE SCARE RATHER THAN A 'TRANSITORY' INFLATION SCARE? What exactly are we afraid of? It was always a safe bet that there would be an inflation scare at some point early this year. Just the base […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES BONDS & CREDIT YCC IS NOW A FORGONE EVENTUALITY! You can only play so many games before you are often trapped in a situation of your own creation. This is the situation the Fed finds itself in. Nothing makes this clearer than […]

LONGWave MARCH 2021PAY-PER-VIEW $4.99Watch Preview below (3min): FULL Content 14min Gordon T Long Macro Research PROFESSIONAL MARKET ANALYSIS LONGWave March 2021 Yield Curve Control vrs Negative Real Rates PREVIEW: Under The Lens March 2021 Yield Curve Control vrs Negative Real Rates ANALYSIS INCLUDES FULL 27min LONGWave video:Yield Curve Control vrs Negative Real Rates PLEASE READ: PURCHASING […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES HARD ASSETS - GOLD PREDICTING GOLD PRICING (IN US DOLLARS). In our previous newsletter we outlined the tenets of the correlation that has been in place since the 2008 Financial Crisis regarding the pricing of Gold. The chart directly below shows you […]

  Gordon T Long Global Macro Research | Macro-Technical Analysis STRATEGIC INVESTMENT INITIATIVES HARD ASSETS - GOLD WHY IS GOLD FALLING? Gold has been falling because: The 10Y UST Real Yield is Rising, The Chinese 12 month forward Credit Impulse is rising. Inflation Break-evens are driving up the Nominal Value of the 10Y UST Yield, […]

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