Newsletters Like Citrini Research
Citrini pairs thematic equity baskets with cross-asset macro. These are the comparable desks for thematic and macro-driven equity research.
Top of this shortlist: Grant's Interest Rate Observer at 96/100 ($2,085/yr).
Grant's Interest Rate Observer
Independent Rate & Credit Analysis
Niche · Interest-rate cycles & credit
Conks
Global Monetary Mechanics & Funding Markets
Niche · Monetary dynamics & repo plumbing
The Macro Compass
Macro Insights, Liquidity & Portfolio Strategy
Niche · Global liquidity, bonds & asset allocation
BCA Research
Independent Global Investment Strategy
Niche · Global asset allocation
Gavekal Research
Global Macro & China (Dragonomics)
Niche · Global macro & China economics
The Overshoot
Global Macro & Balance-of-Payments Analysis
Niche · Trade imbalances & national accounts
TS Lombard
Global Macro & Emerging Markets Strategy
Niche · Global macro & EM strategy
Sinocism (Bill Bishop)
China Policy & Market Intelligence
Niche · China policy, politics & markets
The Fed Guy
Federal Reserve Plumbing & Money Markets
Niche · Fed operations & money markets
Steno Research
Macro Regime & Asset Allocation
Niche · Macro regime, rates & FX allocation
Lord Fed's Gazette
Macro Regime & Cross-Asset Trade Setups
Niche · macro regime & cross-asset trade setups
Eliant Capital
Macro, Event-Driven & Cross-Asset Trading
Niche · Event-driven & cross-asset special situations
42 Macro
Global Macro Risk Management
Niche · Global macro risk & positioning
China Financial Markets (Michael Pettis)
China Balance Sheet & Trade
Niche · China balance sheet & trade
The Bear Traps Report
Macro Risk & Credit Contagion
Niche · Macro risk & credit contagion
Capital Flows Research
Global Capital Flows, Rates & FX Plumbing
Niche · global capital flows, rates & FX
The Weekly ChartStorm (Callum Thomas)
Visual Macro & S&P 500 Sentiment
Niche · visual macro & sentiment charts
Capital Wars (Michael Howell)
Global Liquidity & Capital Flows
Niche · global liquidity & capital flows
AP Research
Cross-Asset Macro & Thematic Allocation
Niche · cross-asset macro & thematic allocation
Prometheus Research
Business-Cycle & Liquidity Macro Research
Niche · business-cycle & liquidity macro
Monetary Matters Network (Jack Farley)
Macro, Central Banking & Liquidity Interviews
Niche · macro, central banking & liquidity
Pinebrook Capital (David Cervantes)
Policy-Driven Macro & Liquidity Frameworks
Niche · policy-driven macro & liquidity
The Macro Trading Floor
Weekly Macro Trades & Liquidity
Niche · Weekly macro trades & positioning
Apricitas Economics
Data-Driven US Macro Analysis
Niche · US macro, inflation & labour data