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A brief pre-market note to get you quickly up to speed on what happened overnight and to start your day up to speed.

THE BIG PICTURE

Institutional macro research focused on what matters next — not recycled Wall Street consensus.
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A midday note that covers all macro markets with an emphasis on US, European, and Asian equity markets.

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Daily Sentiment

The best interactive charts incorporating the Daily Sentiment Index data with 45 markets.

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Trade Ideas

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First Call October 7, 2026

First Call To access this post, you must purchase Small Institutions, Retail, Private Investors or…

Why Focus On Breadth?

Breadth To access this post, you must purchase Small Institutions, Retail, Private Investors or Private…

First Call October 6, 2026

First Call To access this post, you must purchase Small Institutions, Retail, Private Investors or…

See No Risk, Hear No Risk

See no risk, hear no risk To access this post, you must purchase Small Institutions,…

The Big Picture April 2026

The Big Picture April 2026

by Thomas Thornton | Apr 06, 2026 | The Big Picture, Unlocked Notes

The Big Picture

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The Big Picture interim note

The Big Picture interim note

by Thomas Thornton | Mar 29, 2026 | Daily Note, The Big Picture, Unlocked Notes

Interim stuff

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The Week Ahead January 12, 2025

The Week Ahead January 12, 2025

by Thomas Thornton | Jan 12, 2025 | The Week Ahead, Unlocked Notes

The Week Ahead

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Currency Weekly January 12, 2025

Currency Weekly January 12, 2025

by Thomas Thornton | Jan 12, 2025 | Currency Markets, Unlocked Notes

Currency Weekly

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Commodity Weekly January 12, 2025

Commodity Weekly January 12, 2025

by Thomas Thornton | Jan 12, 2025 | Commodity Markets, Unlocked Notes

Commodity Weekly

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What If?

Markets have become remarkably good at looking through risk. Wars, $100 crude, elevated Treasury yields, weak breadth, and increasingly selective…

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