Macro/Econ Archives - The Big Picture

With 10 days left in the Third Quarter, it seems that lots of folks have been obsessing about the various GDP Now forecasts. The...

Econ on the Road Labor, Consumers, Inflation & Data Earlier this month, I spent two and a half hours each way in a car —...

 The transcript from this week’s, MiB: Jawad Mian, Stray Reflections, is below. You can stream and download our full...

This week, we speak with Jawad S. Mian, who is the founder and managing editor at Stray Reflections, an independent global macro...

Rising rates, falling savings, increased deficits, dubious GDP: Ever since the yield curve inverted and warnings of...

@TBPInvictus here: Contrary to 40+ years and counting of “trickle down” narrative, the reality is that the gap between...

Let’s see if I can find something to counter and/or undercut each of these 10 items listed in this morning’s...

I had a very fun conversation with my friend Roben Farzad about the business of culture, the culture of business, media and...

Source: FRED, May 8, 2023 There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his...

I have been putting together my Q2 quarterly client call, and impatiently waiting for two last data points to show: State...