Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO GLOBAL ECONOMIC OUTLOOK “GLOBAL WARMING” IS MOST FUNDAMENTALLY ABOUT “GLOBAL MONEY PRINTING”! We recently outlined how a plan is well underway to spend $150 trillion over 30 years globally. This will average $5 trillion in annual investments – amounting to twice current global […]
A RISK-ON — RISK-OFF INDICATOR TO WATCH The FAANGS and major Tech stocks have been a strong driver of the markets since the 2008 Financial Crisis. They are included in most market index ETFs and therefore they normally take the market with them when they move. Recently they have shown relative weakness and when they […]
Gordon T Long Global Macro Research | Macro-Technical Analysis GLOBAL MACRO GLOBAL ECONOMIC OUTLOOK WILL THE CURRENT ENERGY SHORTAGE SHOCK IMPEDE THE CLIMATE CHANGE JUGGERNAUT? The short answer is NO!. Matter of fact it will accelerate it, justify it and finance it!! How so you ask? Let me show you the dirty little […]
VIDEO: 40 Minutes with 34 Supporting Slides This video with Charles Hugh Smith is a natural follow-on from the concerns we have been warning about in our last few Macro Analytic videos. As we enter October they now appear to be coming to fruition! As the title of this session tells us: “Grab a Life […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS US DOLLAR STRENGTH TIME TO TALK THE US DOLLAR! The US Dollar’s rise is benefiting both from concerns that the latest wave of Covid-19 and China’s problems will dent global growth, and additionally from the perception that the Federal Reserve will need to […]
16 Minute Podcast Interview To catch up on economic trends, Kerry Lutz sit down with Gordon T. Long and talk all things economy including the precious metals, inflation, and the supply chain. There are problems ahead as we have said before, and we’re seeing some of these now in equity markets. Some of the latest […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISK REVERSAL SMART MONEY IS NOW (VERY) NERVOUS! What the smart money understands is that when the central banks start to slow or begins to drain monetary liquidity, the clock starts ticking towards a major corrective cycle. Last week the Fed made it […]
REAL RATES & MBS HEDGING FLOWS 10Y TNX was trading at 1.55 earlier this AM before falling off (currently 1.52 from a close yesterday of 1.485). The current rise is about a rapidly increasing REAL RATES. Credit is becoming more expensive! Real Rates increase based on Credit Availability and Demand. What causes real interest […]
THE LIQUIDITY KILLER: The Treasury General Account (TGA) My colleague Richard Duncan has just released his latest Macro Watch video where he gives us his perspective on what the Federal Reserve and US Treasury are signaling. I strongly recommend you subscribe the Richard’s Macro Watch service. You can do this at LINK. Enter the […]
