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
"Fade the Davos consensus?"
Longview Economics
25-Jan-2019 15:30:41
"Relief Rallies & Sector Rotation"
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....
"All over? 15/16 playbook? Or something more sinister?"
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....
"(more) Reasons to Buy the (relief) Rally"
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....
“What kind of SELL-off is this? & How High is US Recession Risk?"
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....
“Do we need another Shanghai Accord?”
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....
