<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2045119522438660&amp;ev=PageView&amp;noscript=1">

Longview Letters

An in depth look at key issues which relate to the outlook for the global financial markets & the global economy.

 

Longview Letters look in depth at key long term themes which relate to the outlook for the global financial markets and the global economy. We publish six to ten reports per year. In recent years we have examined various subjects including: i) The 100 year Kindleberger Cycle of Global Reserve Currency Status (including the theme of 'financialisation' & ‘definancialisation’ of the US economy); ii) The origins of the debt supercycle; iii) Balance Sheet Recessions – and the question ‘has the West entered a balance sheet recession’; iv) Commodity Super Cycles – Myth or Reality?; v) China – is it a Bubble?; vi) Kondratieff Long Cycles and Global Asset Allocation; vii) The ‘Old’ or ‘New’ Normal.

Report frequency: AD Hoc (average 6-10 reports per year)

Register your interest

To register your interest in subscribing to Longview Letters or to find out more about our research products, please complete our simple application form.

Register your interest

 

Recent publications:

  • No. 111, 26th October 2017: "Is the Fed Lost? a.k.a. Western Debt Deflation Ongoing "
  • No. 110, 15th September 2017: "UK Household Savings: Symptomatic of structural economic weakness a.k.a. ‘Robbing Peter to pay Paul’   "
  • No. 109, 2nd June 2017: "The Origins of the Debt Super Cycle"
  • No. 108, 21st March 201716th January 2017: "When a Rising Power Challenges the Incumbent a.k.a. Trump’s) ‘Fronting up’ to China  "
  • No. 107, 23rd February 2017: "Trump, the Dollar, and the Navarro-Ross plan"
  • No. 106, 16th January 2017: "When a Rising Power Challenges the Incumbent a.k.a. (Trump’s) ‘Fronting up’ to China  "
  • No. 105, 24th November 2016: "Bond Yields: Are the Generational Lows In?"
  • No. 104, 16th September 2016: "Forecasting US Recessions: 'What Works - What Doesn't'
  • No. 103, 26th August 2016: "Reforming the International Monetary System"
  • No. 102, 20th May 2016: "The Productivity Puzzle"
  • No. 101, 8th April 2016: "The Fragile Bull"
  • No. 100, 25th February 2016: "China's Trilemma"
  • No. 99, 15th February 2016: "The Anatomy of a Bear Market Rally"
  • No. 98, 1st February 2016: "Judging Bear Market Lows"
  • No. 97, 9th December 2015: "Sources of Global Growth"
  • No. 96, 21st October 2015: "A Bear Market Forecasting Model"