Gordon T Long Global Macro Research | Macro-Technical Analysis FOCUS STAGFLATION A SECULAR PROBLEM: INSUFFICIENT SUSTAINABLE REAL ECONOMIC GROWTH ECONOMIC GROWTH WILL FAIL TO FULLY RECOVER TILL 2022 Investors are awakening to the fact that the V-shaped recovery was a fantasy! The markets have priced in the “V” shaped recovery as evidenced by a “V” shaped market […]
stagflation
INFLATION IS QUIETLY & RELENTLESSLY COMING IN DIFFERING WAVES
Gordon T Long Global Macro Research | Macro-Technical Analysis FOCUS STAGFLATION INFLATION IS QUIETLY & RELENTLESSLY COMING IN DIFFERING WAVES As we outlined in this month’s LONGWave video we expect Stagflation to be on the economic horizon as a direct result of the forces of: Covid-19, De-Globalization, the Global Recession and De-Dollarization. These events will […]
THE FALLING DOMINOES AHEAD
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 & […]
NEXT STOP: CRISIS OF TRUST & STAGFLATION
NEXT STOP: CRISIS OF TRUST & STAGFLATION 19 Minute Interview with FSN’s Kerry Lutz. Over 20 supporting interview slides
MARKET RISK “RIPE” FOR A STAGFLATION SHOCKER
MARKET RISK “RIPE” FOR A STAGFLATION SHOCKER We have been arguing for some time now that the real concern for financial markets is an unexpected “Stagflation Shock”! We most recently outlined this in the following articles: SCHIFF: BOND MARKET RIGHT BUT MAKING WRONG BET TRADE WAR CONSUMER INFLATION DEAD AHEAD! SII – BONDS AT CRITICAL […]
IS STAGFLATION STALKING?
IS STAGFLATION STALKING? THE ANSWER IS CRITICAL TO YOUR FINANCIAL HEALTH! It is important to anticipate whether Stagflation is stalking because the yield curve will start pricing it in which will place equity yields, earnings and PE growth multiples at risk. We believe there are clear signs of stagflation already occurring and according to the recent Global […]