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
05-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
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....
"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....
