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
"All over? 15/16 playbook? Or something more sinister?"
Longview Economics
11 Jan 2019, 15:50:20
"(more) Reasons to Buy the (relief) Rally"
Longview Economics
4 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....
“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....
"The Rhythm of History - Short, Long and 'Super Long' Cycles"
Longview Economics
16 Nov 2018, 17:18:00
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....
"Beware the ‘palpable’ relief…plus rotation into defensives – half way done"
Longview Economics
9 Nov 2018, 09:04:00
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....
