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# Longview on Friday

## Latest

## Longview Economics

## Recent Posts

## ["Fade the Davos consensus?"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/fade-the-davos-consensus)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 25-Jan-2019 15:30:41

*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/fade-the-davos-consensus)

## ["Relief Rallies & Sector Rotation"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/relief-rallies-sector-rotation)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 18-Jan-2019 18:32:55

*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/relief-rallies-sector-rotation)

## ["All over? 15/16 playbook? Or something more sinister?"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/all-over-15/16-playbook-or-something-more-sinister)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 11-Jan-2019 15:50:20

*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/all-over-15/16-playbook-or-something-more-sinister)

## ["(more) Reasons to Buy the (relief) Rally"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/more-reasons-to-buy-the-relief-rally)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 04-Jan-2019 17:21:12

*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/more-reasons-to-buy-the-relief-rally)

## [“What kind of SELL-off is this? & How High is US Recession Risk?"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/what-kind-of-sell-off-is-this-how-high-is-us-recession-risk)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 14-Dec-2018 18:01:14

*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/what-kind-of-sell-off-is-this-how-high-is-us-recession-risk)

## [“Do we need another Shanghai Accord?”](https://www.longvieweconomics.com/longview-on-friday-blog-archive/do-we-need-another-shanghai-accord)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 30-Nov-2018 16:04:59

*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/do-we-need-another-shanghai-accord)

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