These reports give our clients an in depth analysis of the key issues and themes facing the global economy
Longview Letters
Longview Letterslook in depth at key long term themes which relate to the outlook for the global financial markets and the global economy. We publish eight to ten reports per year and in recent years we have examined The 100 year Kindleberger Cycle of Global Reserve Currency Status (including the theme of financialisation & ‘definancialisation’ of the US economy); Balance Sheet Recessions – and the question ‘has the West entered a balance sheet recession’; Commodity Super Cycle – Myth or Reality?; China – is it a Bubble?; Kondratieff Long Cycles and Global Asset Allocation; and The ‘Old’ or ‘New’ Normal.
Global Macro Report
In our Global Macro Report we identify and explore key macro themes which relate to the outlook for global financial markets & the global economy. These reports frequently examine the US, EU, China & the UK and less frequently analyse other major economies.
Commodity Fundamentals Report
The Commodity Fundamentals Report provides a deep analysis of the supply and demand dynamics for key commodities. Recent publications have focused on oil, gold, and copper
