IN-DEPTH: TRANSCRIPTION – LONGWave – 11-09-22 – NOVEMBER – The Beta Drought Decade 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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CORPORATE BANKRUPTCIES US DEBT IS BOTH UNPRODUCTIVE AND INEXTINGUISHABLE! The popular current media narrative advocates that the Fed will drive the US into a recession as a result of its current policy of raising interest rates in its fight to control inflation. This […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY YELLEN INITIATES HER PLAN! A very, very, very, very slightly softer than expected Core CPI print (combined with broadly less-hawkish FedSpeak) sparked the biggest rally in stocks since April 2020, the biggest collapse in Treasury yields since March 2020 and the […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 10-26-22 – NOVEMBER – Containing a Very Bad Cocktail Mix! 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. […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY YELLEN’S FORCED DERIVATIVE & CONTINGENT LIABILITY CARD US Treasury Secretary Janet Yellen’s primary role is the financing of the US Government. To do this she requires the US Money Centered banks as well as the G-SIBs (Globally Systemically Important Banks). Unfortunately, […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US FISCAL POLICY YELLEN BEGINS SHOWING HER HAND!! n our last newsletter we suggested you watch US Treasury Secretary Janet Yellen closely. We said: “Yellen’s new “unofficial” role is to fully contain the expected global “breakage” thereby buying the desperately needed time the Federal Reserve […]
