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 […]
