The Big Picture Archive

06-Jun-25
May jobs report eases economic fears
30-May-25
Some real potential for a pickup in spending
23-May-25
The Treasury market will tell the stock market where to go
09-May-25
Federal Reserve signals (more) patience on policy move
02-May-25
Stock market spying rate cuts sooner rather than later
25-Apr-25
Staking a claim on the key labor market indicator
17-Apr-25
Waiting for economic answers to tariff uncertainty will be hard
17-Apr-25
Waiting for economic answers to tariff uncertainty will be hard
11-Apr-25
Earnings forecasts to get lost in fog of trade war
28-Mar-25
Hard data vs soft data explained
21-Mar-25
Stock market forced into second-guessing the outlook
14-Mar-25
How bad can a recession be?
07-Mar-25
President Trump and friends put it to the stock market
28-Feb-25
Growth monster now more menacing than inflation bogeyman
21-Feb-25
Market primed to go everywhere and nowhere
14-Feb-25
Earnings are the bedrock on which the market stands
07-Feb-25
Coloring stagflation with markers
31-Jan-25
The best return of all to normal
16-Jan-25
CPI response better than CPI report
10-Jan-25
An important tell is coming with fourth quarter earnings reports
31-Dec-24
2024 Year in Review
20-Dec-24
A 2025 Dogs of the Dow preview
13-Dec-24
Optimism in the 2025 air
06-Dec-24
Meet the 2025 FOMC
22-Nov-24
Here come the S&P 500 price targets
15-Nov-24
Pulling back from the overdone pull forward
08-Nov-24
A rally of epic political proportions
01-Nov-24
Mind these risks to the bull market
25-Oct-24
Economic data full of surprises
11-Oct-24
Why the Treasury market's direction of travel matters
04-Oct-24
Ready or not, Q3 earnings reporting period is upon us
20-Sep-24
Market needs companies to earn their keep
13-Sep-24
Things that make you go "Hmmm"
06-Sep-24
Economy still okay, but uncomfortable
30-Aug-24
An investment strategy that pays dividends
23-Aug-24
Warning - Implicit content
16-Aug-24
Fed to buy what market is selling
02-Aug-24
Putting "things" in context
26-Jul-24
Follow the bouncing polls
19-Jul-24
The Buffett Indicator is playing with fire
05-Jul-24
High expectations for second quarter earnings results
28-Jun-24
A P/E multiple needs a growth rate to go with it
21-Jun-24
Taking some pain out of the pain trade
14-Jun-24
Points of disruption
07-Jun-24
Employment situation is a good situation for the stock market