<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2045119522438660&amp;ev=PageView&amp;noscript=1">

Press coverage

Financial Times - January 11th 2019

Financial Times - Michael Mackenzie
25-Jan-2019

Bull markets need fresh blood to drive higher

Dearth of initial public offerings bodes ill for longer-term returns

Read More

Bloomberg Daybreak 4 Dec 2018 Market Signals from the flattening Yield Curve's First Inversion

Bloomberg Daybreak: americas
14-Dec-2018

Chris Watling, chief executive officer and chief market strategist at Longview Economics, discusses what a yield curve inversion means for markets and the Federal Reserve. He speaks on "Bloomberg...

Read More

CNBC - 5 Dec 2018 Chris Watling talks market trends

CNBC
14-Dec-2018

Chris Watling, Longview Economics CEO, discusses possible threats to the market

Read More

Bond Traders Have a Bad Case of Wishful Thinking - Bloomberg Markets 18th November 2018

John Authers - Bloomberg opinion
23-Nov-2018

Kondratieff on Brexit

One of the worst problems with Brexit, as far as I and many other Britons are concerned, is that it has put us in conflict with each other. Even families are...

Read More

Tech wreck rattles buyers of the dip - Financial Times 20th November 2018

Financial Times - Michael Mackenzie
23-Nov-2018

I caught up with Chris Watling from Longview Economics on Tuesday, and as always he had some interesting ideas and charts. He says:

Read More

Equity Sell-Off - Timing the Buy - An opportunity like early in 2018?

Livewire Markets
19-Oct-2018

We have seen the second sizeable sell-off this year. The SP500 has dropped -7.80% in October (so far), not quite matching the fall of -11.8% in Jan-Feb 2018. The volatility can be an opportunity,...

Read More

Financial Times - 9th October 2018 The yin-yang of 10-year Treasury yields and tech sharesMike Mackenzie’s daily analysis of what’s moving global markets

Financial Times - Michael Mackenzie
12-Oct-2018

A sustained rise in the 10-year Treasury yield matters a great deal for US equities and in particular for technology, very much the leading sector of Wall Street’s ageing bull run.

Read More

Financial Times - Twin peaks

Longview Economics
02-Sep-2018

The US stock market has hit Twin Peaks in the last week. First the S&P 500 reached the longest bull market in history by some measures (I've already said my piece on why I think this is wrong, but...

Read More

Financial Times -Flagging consumer growth helps spur China’s equity bear market

James Kynge - Financial Times
13-Jul-2018

A point that is often lost in the trade war rumblings between the US and China is that Chinese economic growth is overwhelmingly driven by domestic consumer spending and not much at all by exports....

Read More

How cheap are the major markets?

Longview Economics
13-Jul-2018

While absolute valuation has limited use for timing cyclical bull and bear markets, it does provide insights into market sensitivities to challenging (or indeed positive) economic environments. Added...

Read More