Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY STAGFLATION’S LOOMING HOLD ON THE FED’S DUAL MANDATE OBSERVATIONS: WHAT WE HAVE FORGOTTEN ABOUT AMERICA Adam Smith wrote the landmark book “Wealth of Nations” in 1776. This was incredibly serendipitous that his thinking came into focus during that […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 09-25-24 – OCTOBER – A Destabilizing Food Shock 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 discussions purposes ONLY. Always consult […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY GLOBAL LIQUIDITY AT UNPRECEDENTED LEVELS – INFLATION RE-IGNITED OBSERVATIONS: THE “GREED THEORY” OF INFLATION I felt this note from The American Institute for Economic Research is worth posting unedited. The inflation outlook has improved, but it is still […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO – CHINA MONETARY & FISCAL POLICY CHINA VERY NEAR A “WHATEVER IT TAKES” MOMENT! OBSERVATIONS: FED RATES CUTS ARE BEING DONE DIFFERENTLY. SILENTLY, WE ARE NOW FOOTING THE BILL! It appears that few people fully understand how the Fed actually reduces the Fed Funds […]
