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/Institutional
17 Publications

Best Institutional Newsletters & Research Desks

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

USAnalysis

Grant's Interest Rate Observer

Independent Rate & Credit Analysis

Niche · Interest-rate cycles & credit

Fixed IncomeMacro
$2,085/yr
1983
Visit
CAAnalysis

BCA Research

Independent Global Investment Strategy

Niche · Global asset allocation

Multi-AssetMacro
Institutional (quote)
1949
Visit
HKAnalysis

Gavekal Research

Global Macro & China (Dragonomics)

Niche · Global macro & China economics

Macro
Institutional (quote)
1999
Visit
GBAnalysis

TS Lombard

Global Macro & Emerging Markets Strategy

Niche · Global macro & EM strategy

MacroMulti-Asset
Institutional (quote)
1989
Visit
USMixed

The Bear Traps Report

Macro Risk & Credit Contagion

Niche · Macro risk & credit contagion

MacroEquities
Institutional (quote)
2013
Visit
USAnalysis

Bannockburn Global Forex

FX Strategy & Hedging Advisory

Niche · FX strategy & hedging advisory

FX
Free
2009
Visit
USAnalysis

Hedgeye Risk Management

Institutional Macro Risk Management

Niche · institutional macro risk management

MacroMulti-Asset
Institutional (quote)
1990
Visit
USAnalysis

Fundstrat Global Advisors

Independent Macro & Equity Strategy

Niche · independent macro & equity strategy

MacroEquities
Institutional (quote)
1990
Visit
USAnalysis

Strategas

Policy-Driven Institutional Strategy

Niche · policy-driven institutional strategy

MacroEquities
Institutional (quote)
1990
Visit
USAnalysis

Bespoke Investment Group

Data-Driven Market Research

Niche · data-driven market research

EquitiesMacro
Paid — price not listed
1990
Visit
USAnalysis

MRB Partners

Global Multi-Asset Strategy

Niche · global multi-asset strategy

Multi-Asset
Institutional (quote)
1990
Visit
USAnalysis

CrossBorder Capital

Global Liquidity Research

Niche · global liquidity research

MacroMulti-Asset
Institutional (quote)
1990
Visit
USAnalysis

Exante Data

Flow-Tracking Macro Research

Niche · flow-tracking macro research

MacroFX
Institutional (quote)
1990
Visit
USAnalysis

Capital Economics

Independent Macro Research

Niche · independent macro research

MacroMulti-Asset
Institutional (quote)
1990
Visit
USAnalysis

Oxford Economics

Global Macro & Industry Forecasting

Niche · global macro & industry forecasting

Macro
Institutional (quote)
1990
Visit
USAnalysis

Continuum Economics

Global Macro & Central-Bank Research

Niche · global macro & central-bank research

MacroFixed Income
Institutional (quote)
1990
Visit
USMixed

Blockworks

Crypto Markets & Research

Niche · Crypto markets & data

Digital Assets
~$25/mo
2018
Visit