Hidden Gems & Hidden Risks: Where are we in the Economic and Market Cycle? & What are the Risks?
Longview Economics
Tue 22 Sep 2026 - 15:00 BST / 10:00 EDT / 16:00 CEST
Topics
⬥ How is the US & global economy expected to evolve over the next 12 – 24 months?
⬥ Implications for monetary policy (US, UK & EZ).
⬥ Implications for the big 5 prices (i.e. US$, S&P500, UST 10-year yield, Oil & Gold).
⬥ How is the fourth quarter expected to play out in equity markets –> Longview’s tactical perspective.
⬥ Four Factor Framework for Timing Bubbles, ‘Hidden Gems’ across undervalued markets and sectors, and key ‘Hidden Risks’.
