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....
Latest
"Whither the Dollar?"
Longview Economics
5 Apr 2019, 16:33:21
"Time to SELL bonds; cyclicals vs. defensives - extreme signals; the message of the yield curve; & why gold isn't about geopolitics"
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....
"Brexit: The (attractive) risk reward of UK assets"
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....
"The Structural State of the US Economy"
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....
"Is the Risk Appetite Regime Shifting?; The Attractiveness of Bonds; & Chinese Growth Question Marks"
Longview Economics
8 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....
"A ‘mid/late cycle slowdown’ or ‘something more sinister’?"
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....
