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
"'Major Global macro/market themes - an update' PLUS 'So what is this SELL-off really about?'"
Longview Economics
26-Oct-2018 16:16:44
"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....
