Longview Economics

22/09/2022

Which professional disciplines make the best traders/investors?

In our latest instalment of Longview Conversations With..., CEO Chris Watling asked Jonathan Pain, an international investor & author of The Pain Report one of our favourite questions.

Hear what Jonathan had to say:

21/09/2022

In the second instalment of our ‘Longview Conversations With’ podcast, CEO Chris Watling spoke with experienced international investor, self-confessed data ju**ie & author of ‘The Pain Report’, Jonathan Pain.

We hope you enjoy this issue with its wide-ranging discussion, touching on geopolitics, global macroeconomics and global financial markets.

In this second instalment of our ‘Longview Conversations With’ podcast, CEO Chris Watling spoke with experienced investor, self-confessed data ju**ie & marke...

06/09/2022

Longview's CEO Chris Watling discusses the outlook for the pound in his article for the Financial Times this morning. Read more below:

Sterling faces further pressure as market worries mount over rising UK imbalances

15/07/2022

The yield curve has inverted, tightening liquidity, soaring inflation and consumer confidence at 40 year lows...

In spite of this macro picture, company earnings estimates are predicted to grow 12.6% this year. Is this too optimistic?

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24/06/2022

Longview Conversations x David Murrin: Kondratiev Waves, WW3 and Bear Markets

In the first instalment of our new series, Longview Economics’ CEO Chris Watling spoke with author, behaviourist and global forecaster David Murrin to discuss the life cycle of empires, the end of the Western Super Empire, the ascension to empire of China, and how this impacts stock markets. Touching on technical analysis, Elliott and Kondratiev waves, bear markets and the end of the tech bubble. And even, has World War 3 already started?

In the first instalment of our new series, Longview Economics’ CEO Chris Watling spoke with author, behaviourist and global forecaster David Murrin to discus...

20/06/2022

Following the recent failure of and , crypto saw more losses over the weekend, including which fell below $20k.

Is this the start of the Crypto Winter? And importantly, will other asset classes be implicated?

With the equity market hype dying down, this weekend has been all about crypto. Following the failure of major cryptocurrencies and , ma...

17/06/2022

This week has been all about central banks; with rate hikes by the Fed, BoE & even SNB, and we've had a sharp spike in volumes - even higher than normal for this time of year.

Despite weakness in markets, a clear sign of capitulation is yet to appear...

This week has been all about central banks; with rate hikes announced by the Fed, the BoE and even the SNB, as well as an emergency meeting by the ECB. We al...

13/06/2022

Last week the fell sharply. Italian bond spreads widened, US interest rate expectations broke out to the upside, and and other crypto sold off sharply including which fell 97% from its highs.

Where do we go from here?

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30/05/2022

The is reaching various key resistance levels and US & European equity indices saw strong gains last week, particularly within Tech.

Is this a repeat of the rally seen in March, a sustained relief rally, or indeed the resumption of the uptrend?

The S&P500 is reaching various key resistance levels and US and European equity indices saw strong gains last week, particularly within Tech. Is this a repea...

25/05/2022

Yesterday SNAP fell 40%, whilst other Tech stocks also saw weakness. We've had 7 straight negative weeks on the S&P500, the third time ever in history, and each of those marked the start of a relief rally.

Have we reached seller exhaustion?

Yesterday, SNAP saw its share price fall by 40%, whilst other Tech stocks also saw weakness, including Meta and Alphabet, falling 9% and 6% respectively. We'...