Big Macro Picture 2011 - The "How We Analyse" Tutorial

Diving straight into analysis for Wednesday May 30th 2012 would probably be confusing without explaining how we analyse economic and market trends in practice. So instead, as a tutorial article, we'll explain how we navigated 2011 - what we got right, what we got wrong, and what we learnt. Then for context, we'll run a similar "2012 so far" article to explain what...

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What You Can Expect From Big Macro Picture

We analyse trends in global macroeconomic data, "phases" and trends in the market and business conditions, and conduct investment-focused market breadth analysis. You will not find this kind of analysis amongst professional economists - you won't find it on Financial News TV networks - and you won't find it spoken of between most investors or analysts. We use, and share,...

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Welcome to the Big Macro Picture

Welcome to Big Macro Picture. Through these articles, we look forward to providing analysis, commentary and insight relevant to investment and trading in the short, medium and long term. Our focus is purposely broad, ranging from technical (momentum, trend and price action), economic (leading indicators for market direction) and fundamental (valuation, sector and...

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