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/Topics/Commodities
5 Publications

Best Commodities Newsletters & Research Desks

5 commodities publications, ranked by Research Authority Score and mapped by type, asset class, niche, price and founding date.

USAnalysis

Doomberg

Energy, Finance & Geopolitics

Niche · Energy, hard assets & geopolitics

CommoditiesMacro
$400/yr · $1,200/yr
2021
Visit
USAnalysis

Goehring & Rozencwajg

Natural Resources & Energy Transition

Niche · Natural resources & power

Commodities
Free
2015
Visit
USAnalysis

Market Radar

Quantitative Macro & Rates Models

Niche · quantitative macro & rates models

MacroFixed IncomeCommodities
Free + paid tiers
2020
Visit
USAnalysis

The Streetwise Professor

Energy, Commodities & Derivatives

Niche · Energy derivatives & market structure

Commodities
Free
2011
Visit
USMixed

The Kobeissi Letter

Market Commentary & Positioning

Niche · Retail-facing markets & flows

Multi-Asset
~$50/mo
2015
Visit

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