---
title: Longview on Friday
---

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# Longview on Friday

## Latest

## ["Whither the Dollar?"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/whither-the-dollar)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 05-Apr-2019 16:33:21

*Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/whither-the-dollar)

## ["Time to SELL bonds; cyclicals vs. defensives - extreme signals; the message of the yield curve; & why gold isn't about geopolitics"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/time-to-sell-bonds-cyclicals-vs.-defensives-extreme-signals-the-message-of-the-yield-curve-why-gold-isnt-about-geopolitics)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 29-Mar-2019 15:34:59

*Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/time-to-sell-bonds-cyclicals-vs.-defensives-extreme-signals-the-message-of-the-yield-curve-why-gold-isnt-about-geopolitics)

## ["Brexit: The (attractive) risk reward of UK assets"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/brexit-the-attractive-risk-reward-of-uk-assets)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 22-Mar-2019 11:35:47

*Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/brexit-the-attractive-risk-reward-of-uk-assets)

## ["The Structural State of the US Economy"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/the-structural-state-of-the-us-economy)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 15-Mar-2019 15:44:29

*Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/the-structural-state-of-the-us-economy)

## ["Is the Risk Appetite Regime Shifting?; The Attractiveness of Bonds; & Chinese Growth Question Marks"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/is-the-risk-appetite-regime-shifting-the-attractiveness-of-bonds-chinese-growth-question-marks)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 08-Mar-2019 15:41:56

*Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/is-the-risk-appetite-regime-shifting-the-attractiveness-of-bonds-chinese-growth-question-marks)

## ["A ‘mid/late cycle slowdown’ or ‘something more sinister’?"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/a-mid/late-cycle-slowdown-or-something-more-sinister)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 22-Feb-2019 14:04:33

*Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/a-mid/late-cycle-slowdown-or-something-more-sinister)

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