12 October 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 ...
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02 September 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 ...
13 July 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 ...
While absolute valuation has limited use for timing cyclical bull and bear markets, it does provide insights into market sensitivities to challenging ...
With the football world cup in full swing and already producing a fair number of shock results, investors are left wondering whether the second half ...
29 June 2018
Safe Haven Shelter In A Dichotomising World By Rudi Filapek-Vandyck What just happened? US$5.9bn in global investment funds said goodby to dedicated ...
08 June 2018
The UK is one of the most vulnerable major economies and may be among the first to see cracks as central banks tighten, according to Longview’s Harry ...
11 May 2018
At Citywire's South East retreat we cornered Chris Watling, the contrarian CEO and founder of Longview Economics, to ask him when he sees the next ...
04 May 2018
Nothing gets the market pulse racing quite like the US Treasury 10-year note yield popping above 3 per cent for the first time in four years.
Global Valuations: Everything is Expensive »
"Time for a great reset of the financial system" - Chris Watling, guest author for the Financial Times »
"Giveback likely in Q1 2021" - Chris Watling, CEO »
Financial Times - Twin peaks »
"Riskiest time for equity markets may be the day we get a vaccine" - CEO Chris Watling on CNBC »
