Gordon T Long Global Macro Research | Macro-Technical Analysis THESIS 2013 STATISM “WE THE PEOPLE” ARE LOSING OUR VOICE (AND THE US$) “WE THE PEOPLE” ARE LOSING OUR VOICE We are witnessing a moral collapse in the media. The news is no longer “balanced” since the media now makes their ‘big bucks’ […]
USD
RICKARDS: BE PREPARED FOR A CHEAPER DOLLAR
THE HEADLINE: JAMES RICKARDS: Be Prepared for a Cheaper Dollar MATASII SII ANALYSIS: MATASII: USD IDEA – March 6th, 2018 The USD has now dropped to several long term support / resistances. The weekly (left) chart shows a potential count (black) for the drop since the start of 2017; and we are still looking […]
TRADE WARS ARE BEARISH NEAR TERM, BULLISH LONG TERM FOR THE DOLLAR
TRADE WARS ARE BEARISH NEAR TERM, BULLISH LONG TERM FOR THE DOLLAR —- SOURCE: 07-05-18 ZeroHedge – “Why One Trader Thinks Trade War Will Send The Dollar Tumbling” — LONG TERM TRADE WARS ARE DOLLAR BULLISH According to conventional wisdom, trade wars are bullish for the dollar, for two main reasons: They tend to be […]
WANT TO WIN DURING A PROTRACTED TRADE WAR? GO LONG THE DOLLAR!
WANT TO WIN DURING A PROTRACTED TRADE WAR? GO LONG THE DOLLAR! — SOURCE: 07-05-18 Bloomberg – “Want to Win the Trade War? Long the Dollar” — Greenback seen a better haven than yellow metal in trade melee Currency’s correlation to stocks became inverted this year Trade wars are good, and easy to win — […]
UNDERSTANDING THE 2017 US DOLLAR SWOON & RECENT 2018 LIFT
UNDERSTANDING THE 2017 US DOLLAR SWOON & RECENT 2018 LIFT EXPLAINING THE 2017 US$ SWOON — SOURCE: 05-12-18 Global Money Trends – “US$ Continues to Sag despite Outlook for 3 more Fed rate hikes” — Well into 2018, a few FX traders are still struggling to understand the underlying bearish trend of the US$. […]
THE US$ SHORT SQUEEZE MAY ONLY BE STARTING?
THE US$ SHORT SQUEEZE MAY ONLY BE STARTING? What is driving what? Currently many feel a US$ shortage was responsible for pushing the LIBOR-OIS spread up, but it also understood that the US$ follows the LIBOR-OIS spread with an approximate 3 month delay. It would appear that “a little soon begets a lot”! This is […]