The Big Picture

Macroeconomics, Socioeconomics, Geopolitics, Business and Government, Secular Trends and Big Picture Themes

Culture Clash: How ISIS Could Send Europe Over the Edge

By Riyadh Mohammed  The dramatic and tragic images of refugees pouring into Europe from the Middle East represent more than [...]

The Big Four Economic Indicators: October Real Retail Sales

By Doug Short, Advisor Perspectives, Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is [...]

Gundlach – The Scariest Indicator in the World

by Robert Huebscher, Advisor Perspectives, Those Federal Reserve governors who intend to vote for an increase in rates at their [...]

China Plans 2020 Deadline for Dismantling Its Capital Controls

By Keith Zhai, Bloomberg, China’s leaders are poised to announce a 2020 deadline to dismantle currency controls that have kept the [...]

World Markets Weekend Update: Three Up, Five Down

By Doug Short, Advisor Perspectives, Three of eight indexes on our world watch list posted gains over the past week, [...]

Inspiration from the World of Sports

By Howard Marks, Oaktree   Link: Inspiration from the World of Sports     2

Could negative rates be next on the Fed’s policy menu?

Alex Rosenberg Last week, the Federal Reserve spooked markets by preserving the monetary policy status quo. Yet a few central [...]

Is the refugee crisis an opportunity for an aging Europe?

Europe is facing the biggest inflow of migrants in decades. The number of refugees from conflict zones in Syria, Iraq, [...]

Every country’s debt, mapped

By Matthew Yglesias, Vox Unless you are dead inside, you love government debt data visualizations and this one from is [...]

The Fourth Turning: Crisis of Trust

“Imagine some national (and probably global) volcanic eruption, initially flowing along channels of distress that were created during the Unraveling [...]

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