Bull markets need fresh blood to drive higher
Dearth of initial public offerings bodes ill for longer-term returns
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...
Chris Watling, Longview Economics CEO, discusses possible threats to the market
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...
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:
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,...
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.
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...
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....
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...
