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 […]
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO US MONETARY & FISCAL POLICY A FINANCIAL SHOCKWAVE OF POLITICALLY DRIVEN POLICY BLUNDERS THERE WILL BE UNINTENDED CONSEQUENCES! We have been witnessing the wholesale and rapid withdrawal of central bank stimulus globally: Last week the ECB was the second giant to Taper bond […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS RISK REVERSAL AN APPROACHING GLOBAL RISK-OFF PIVOT The following has now occurred: Last week the ECB was the second giant to Taper bond purchases, Bank of Japan has already ended QE. Bank of Canada shed 15% of its assets. Bank of England & […]
EXPECTED US DEBT CEILING & “CR” ROADMAP Here is our assessment of what to expect during the upcoming Congressional Debt Ceiling debate tied to the $3.5T Continuing Resolution (CR). Our conclusion is to expect Sub-Option-Plan A
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS INFLATION PRESSURES FOLLOWING DETAILED ANALYSIS IS SUBSCRIBER CONTENT ONLY Subscribe to view full post content with supporting live charts SUBSCRIBE LOOK FOR INFLATION TO REMAIN ELEVATED & PERSISTENT! Markets are treating Inflation as both Cyclical and Transitory. It is not! It is Secular […]
Gordon T Long Global Macro Research | Macro-Technical Analysis TIPPING POINTS CREDIT TIGHTENING FOLLOWING DETAILED ANALYSIS IS SUBSCRIBER CONTENT ONLY Subscribe to view full post content with supporting live charts SUBSCRIBE LIQUIDITY TIGHTENING IS ACCELERATING! We have long advocated that problems in the equity markets are foreshadowed by warnings in the Credit Markets. This […]
