Longview's Global Macro Analysis reports give clients in depth analysis of the key issues & themes facing the global economy

Global Macro Analysis Reports

  • Longview Letters

    This product (LL) looks in depth at key issues which relate to the outlook for the global financial markets & the global economy. Recent examples include detailed analysis of the process of Western de...

    Full details

  • Global Macro Report

    This product analyses key macro themes & the global economic cycle. A recent example includes: April 12 "China: Feedback from the Frontline – an update on the Bubble Thesis"

    Full details

  • Longview on Friday

    This product was launched in 2017 and is a weekly round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and high...

    Full details

  • Commodity Fundamentals Report

    This product combines commodity market timing models with analysis of key commodity fundamentals. A recent example includes: Mar 12 "The Energy Revolution part I"

    Full details