24 Minutes with 11 Supporting Slides SLIDE DECK PDF: Talking Point Charts PODCAST (BELOW) Gordon and Kerry discussed the performance of the S&P 500 and its fluctuations due to COVID-19. They also explored the potential risks and impacts on the equities market, the role of Treasury Secretary Yellen in managing market liquidity, and the consequences […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 03-08-23 – MARCH – All Economic Indicators Don’t Lie! SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 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 discussion purposes ONLY. Always […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS BIDEN BONDS TOO HOT FOR BANK COLLATERAL! The net of the current banking crisis is that: 1 – Biden’s Spending => 2 – Inflation => 3 – Exploding Yields => 4 – The Instability of Banks’ Core Stabilizing Asset […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US BANKING CRISIS THE ‘TELLS’ OF SVB & POWELL’S CONGRESSIONAL TESTIMONY When the US’ 16th largest bank fails with $169B in uninsured deposits not covered by FDIC on a total asset base of $200B, markets panic! The collapse of the Silicon Valley Bank […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 02-22-23 – MARCH – Labor Layoffs Looming! SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 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 discussion purposes ONLY. Always consult a […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION PRESSURES STUBBORN INFLATION PRESSURES DELAYING FED PIVOT Weakening Inflation is not sticking to the script by coming down relatively quickly. Instead it is universally stubbornly coming in higher than expectations and actually increasing on a M-o-M basis. This isn’t just a US […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS HOUSING & EMPLOYMENT HOUSING’S “10 MONTH CANARY” RULE The US Housing sector is one of the pillars of the US Economy. When the US Housing sector experiences serious disruption it can be expected to result in earning contraction in ~10 months. Housing is […]
