Best Macro & Monetary Dynamics Newsletters & Research Desks
Global macro, liquidity, monetary mechanics and cross-asset strategy. Ranked by Research Authority Score across type, asset class, niche, price and vintage.
Citrini Research
Thematic Equity & Global Macro, Cross-Asset
Niche · Thematic equity megatrends & cross-asset macro
Grant's Interest Rate Observer
Independent Rate & Credit Analysis
Niche · Interest-rate cycles & credit
Conks (Concoda)
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
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
Pulsar (Spaghetti Lisbon)
Macro & Thematic Equities Desk Notes
Niche · macro & thematic equities
Cubic Analytics (Caleb Franzen)
Data-Driven Macro, Equities & Bitcoin
Niche · data-driven macro, equities & bitcoin
Real Vision
Macro Interviews & Thematic Research
Niche · Macro interviews & thematic research
Hedgeye Risk Management
Institutional Macro Risk Management
Niche · institutional macro risk management
Fundstrat Global Advisors
Independent Macro & Equity Strategy
Niche · independent macro & equity strategy
Strategas
Policy-Driven Institutional Strategy
Niche · policy-driven institutional strategy
Bespoke Investment Group
Data-Driven Market Research
Niche · data-driven market research
CrossBorder Capital
Global Liquidity Research
Niche · global liquidity research
Capital Economics
Independent Macro Research
Niche · independent macro research
Oxford Economics
Global Macro & Industry Forecasting
Niche · global macro & industry forecasting
Continuum Economics
Global Macro & Central-Bank Research
Niche · global macro & central-bank research
Wolf Street
Credit Bubbles, Housing & the Fed
Niche · Credit bubbles & housing
David Woo Unbound
Global Macro & Geopolitics
Niche · Macro-geopolitics & the dollar system
Thoughtful Money (Adam Taggart)
Macro Interviews & Market Commentary
Niche · macro interviews & commentary
Eurodollar University (Jeff Snider)
Eurodollar System & Monetary Plumbing
Niche · eurodollar system & plumbing
Forest for the Trees (Luke Gromen)
Macro, Energy & Fiscal Dominance
Niche · fiscal dominance & energy macro
MacroVoices
Macro Interviews for Institutional Traders
Niche · institutional macro interviews
ChinaTalk (Jordan Schneider)
China Tech, Policy & Economics
Niche · China tech & policy
Money: Inside and Out
Central Bank Balance Sheets & Plumbing
Niche · Central bank balance sheets
China Beige Book
Independent China Economic Data
Niche · independent China economic data
Mauldin Economics (John Mauldin)
Macro Thought Leadership
Niche · macro thought leadership
China Cross-Border Monitor
China Capital Flows & Markets
Niche · China capital flows & markets
The Fat Pitch (Urban Carmel)
Market Valuation & Sentiment
Niche · valuation & sentiment
The Absolute Return Letter
Absolute Return Macro Letters
Niche · absolute return macro
The Daily Reckoning
Contrarian Markets Commentary
Niche · contrarian markets commentary