Best Fixed Income Newsletters
Bonds, credit and the plumbing underneath them. These are the desks covering duration, spreads, covenants and liquidity.
Top of this shortlist: Conks at 95/100 (~$20/mo · $200/yr).
Conks
Global Monetary Mechanics & Funding Markets
Niche · Monetary dynamics & repo plumbing
Grant's Interest Rate Observer
Independent Rate & Credit Analysis
Niche · Interest-rate cycles & credit
The Macro Compass
Macro Insights, Liquidity & Portfolio Strategy
Niche · Global liquidity, bonds & asset allocation
Pari Passu
Restructuring, Credit & Distressed Debt
Niche · Restructuring & liability management
Octus (formerly Reorg)
Restructuring, Covenants & Credit Intelligence
Niche · Restructuring, covenants & credit data
The Fed Guy
Federal Reserve Plumbing & Money Markets
Niche · Fed operations & money markets
Debtwire (ION Analytics)
Leveraged Credit & Distressed News
Niche · Leveraged credit & distressed
Steno Research
Macro Regime & Asset Allocation
Niche · Macro regime, rates & FX allocation
9fin
AI-Driven Credit & Covenant Intelligence
Niche · Credit data & covenant analysis
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
Covenant Review (Fitch)
Covenant Analysis & Documentation
Niche · Loan covenants & documentation
LevFin Insights
Leveraged Finance News & Data
Niche · Leveraged finance & loan markets
Capital Flows Research
Global Capital Flows, Rates & FX Plumbing
Niche · global capital flows, rates & FX
Pinebrook Capital (David Cervantes)
Policy-Driven Macro & Liquidity Frameworks
Niche · policy-driven macro & liquidity
Bond Vigilantes (M&G)
Global Bond Market Commentary
Niche · Government & corporate bond markets
The Weekly Wintersberger
Weekly Macro Notes, Rates & Cross-Asset Cycles
Niche · weekly macro notes, rates & cross-asset cycles
Continuum Economics
Global Macro & Central-Bank Research
Niche · global macro & central-bank research
Wolf Street
Credit Bubbles, Housing & the Fed
Niche · Credit bubbles & housing
The Credit Strategist
Credit Markets & Macro Strategy
Niche · Credit strategy & risk
Market Radar
Quantitative Macro & Rates Models
Niche · quantitative macro & rates models
Eurodollar University (Jeff Snider)
Eurodollar System & Monetary Plumbing
Niche · eurodollar system & plumbing
Money: Inside and Out
Central Bank Balance Sheets & Plumbing
Niche · Central bank balance sheets
Credit Writedowns
Credit, Macro & Financial Crises
Niche · Credit cycles & crises
China Cross-Border Monitor
China Capital Flows & Markets
Niche · China capital flows & markets
The Conservative Income Investor
Conservative Income Investing
Niche · conservative income investing