Macro/Econ Archives - The Big Picture

This market has been trying to digest a series of unexpected policy disappointments. Most corporate executives thought we...

A quick note on tariffs: Over the past few weeks, I’ve been putting together my quarterly call for clients. The...

Calculation: BEA Table 3.1 Line 20 (Current Expenditures) divided by Table 1.1.5 Line 1 (GDP). Alternatively, Item #2 below divided by...

This week, I speak with Stephanie Kelton, Professor of Economics and Public Policy at Stony Brook University and Senior...

The transcript from this week’s, MiB: Philipp Carlsson-Szlezak, Global Chief Economist for BCG, is below. You can...

 This week, I speak with Philipp Carlsson, Global Chief Economist for Boston Consulting Group. Prior to this role...

Last week’s “Tune Out the Noise“ was my suggestion that investors should not get drawn into the firehose of...

The transcript from this week’s, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0, is below. You can...

This week, we speak with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at...

@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover...