TRIGGER$ March 2021

03-17-21-LONGWave - YCC v Negative Real Rate - Cover-F1
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IN-DEPTH: TRANSCRIPTION – LONGWave – MARCH – YIELD CURVE CONTROL versus NEGATIVE REAL RATES

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 […]

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03-23-21-A Six Month Rate Scare Before the Deflationary Tsunami - Cover
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A SIX MONTH RATE SCARE BEFORE THE DEFLATIONARY TSUNAMI

  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 […]

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03-02-21-TIPPING POINTS-Rising Inflation-Concurrent Inflation - Deflation-2
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CONCURRENT INFLATION AND DEFLATION??

  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 […]

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02-26-21-ANALYTICS-DRIVERS-YIELD-A Bond Market Revolt -Cover

A BOND MARKET REVOLT!

  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 […]

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