FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Macro & Monetary Dynamics/Thoughtful Money (Adam Taggart)
US • United StatesMacro & Monetary DynamicsAnalysisfree

Thoughtful Money (Adam Taggart)

Macro Interviews & Market Commentary

Long-form macro and markets interviews plus written commentary on liquidity, cycles and portfolio positioning.

TypeAnalysis
Asset ClassMacro, Multi-Asset
Nichemacro interviews & commentary
Birth Date2022
PriceFree
HeadquartersUnited States
Tierindependent
Visit Official SiteClaim or Boost

Coverage Domains

#FinTwit#Analysis#Markets

Related Research Desks & Publications

USMixed

Citrini Research

Thematic Equity & Global Macro, Cross-Asset

~$50/mo · $500/yr

USAnalysis

Doomberg

Energy, Finance & Geopolitics

$400/yr · $1,200/yr

USAnalysis

Grant's Interest Rate Observer

Independent Rate & Credit Analysis

$2,085/yr

Return to newsletters.markets Directory