Big Picture

The Big Picture - May 3, 2025

Deflationary winds blow

May 3 •

Big Picture : Choppy Markets

Aug 10, 2024 •

Big Picture : Fed Behind the Curve

Aug 3, 2024 •

US Data is sending mixed signals

Jul 27, 2024 •

Some Thoughts on the S&P 500

Jul 20, 2024 •

The Big Picture : Preparing for a September Rate Cut

Jul 13, 2024 •

Big Picture : Fed Policy

US macro variables chart pack and my Outlook

Jul 6, 2024 •

Big Picture : FX theme dispersion

In today's Weekly Report we discuss the implications of the JPY breaking above 160, specific factors currently driving up both the Swedish & Canadian…

Jun 22, 2024 •

Big Picture : Fed re-affirms it's 2% target

In this week's report we discuss German Fixed Income, US inflation and our evolving view on the price of Gold.

Jun 15, 2024 •

The Big Picture : It's a matter of time

In today's Big Picture report we discuss this week's retracement in Gold prices, Friday's US jobs report and our outlook for Fed policy going forward.

Jun 8, 2024 •

The Big Picture : New Money Coming In

In this week's Big Picture series we discuss fresh Chinese stimulus, the powerful rally in global assets and recent signs of weaker data out of the US

May 18, 2024 •

The Big Picture : Risk is back "On"

Global policies are pro growth yet inherently inflationary

May 11, 2024 •

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