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....
