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
04-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
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....
