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/Geopolitics
3 Publications

Best Geopolitics Newsletters & Research Desks

3 geopolitics 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
CNAnalysis

Sinocism (Bill Bishop)

China Policy & Market Intelligence

Niche · China policy, politics & markets

Multi-AssetMacro
$20/mo · $218/yr
2013
Visit
USAnalysis

David Woo Unbound

Global Macro & Geopolitics

Niche · Macro-geopolitics & the dollar system

Macro
~$50/mo
2022
Visit

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