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
"A ‘mid/late cycle slowdown’ or ‘something more sinister’?"
Longview Economics
22 Feb 2019, 14:04:33
"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....
“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....
"Brewing for a Bounce; & Brewing Rotation"
Longview Economics
23 Nov 2018, 17:27:22
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....
"'Major Global macro/market themes - an update' PLUS 'So what is this SELL-off really about?'"
Longview Economics
26 Oct 2018, 16:16:44
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....
