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Gordon Long

Gordon Long

Mr. Long is a former senior group executive with IBM & Motorola, a principle in a high tech public start-up and founder of a private…

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Mike Shedlock

Mike Shedlock

Michael "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management.

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Mish's Monthly Macro Update

With regular co-host Mish Shedlock & Gordon T Long
34 Minute Video with Slides

Mish Shedlock lays out some of the Key Macro Messages in his extensive writings over the last month.

  • US Economy: Concerning Signals
    • Concerns with what Industrial Production, Consumer Spending and Inventories to Sales are telling us,
    • FOMC Meeting signals fewer and slower number of rate increases,
    • The End of the Obamacare Lift for Employment,
    • US Primaries Signal a Crisis in the US Social Contract.

Mish's Monthly Macro

  • Draghi's Statement Fallout: "This is end of all the Cuts We Can Do"
    • Euro reacts fairly significantly,
    • Concerns about EU Bank profits,
    • ECB to buy Corporate Bonds.
  • Strange Central Bank Policies: Confidence in Central Banks Becoming a Problem
    • What May be Coming,
    • Fiscal "Helicopter Money' and Guaranteed Minimum Incomes / Universal Income
  • Gold - Has Broken Key Overhead Resistance
    • Central Bank Policies of NIRP may be the catalyst,
    • Precious Metals rise in US dollars may be only in the early stages

Mish's Monthly Macro 2

....and there is much, much more, in this fast paced 34 minute Video.

 

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