Longview Letters look 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.

Recent publications:

  • No. 104, 16th September 2016: "Forecasting US Recessions: 'What Works - What Doesn't'
  • No. 103, 26th August 2016: "Reforming the International Monetary System"
  • No. 102, 20th May 2016: "The Productivity Puzzle"
  • No. 101, 8th April 2016: "The Fragile Bull"
  • No. 100, 25th February 2016: "China's Trilemma"
  • No. 99, 15th February 2016: "The Anatomy of a Bear Market Rally"
  • No. 98, 1st February 2016: "Judging Bear Market Lows"
  • No. 97, 9th December 2015: "Sources of Global Growth"
  • No. 96, 21st October 2015: "A Bear Market Forecasting Model"