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
“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
09-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....
"Major AA Switch Brewing?"........& more on 'Wave Two Relief Rally'"
Longview Economics
19-Oct-2018 17:18:59
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....
