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Longview on Friday

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“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....

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"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....

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"Equities: After that, What's Next?"; PLUS 'possibly one of the most important foreign policy speeches since......'

Longview Economics
12-Oct-2018 15:48:10

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....

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