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/Macro Research
10 Publications

Best Macro Research Newsletters & Research Desks

10 macro research publications, ranked by Research Authority Score and mapped by type, asset class, niche, price and founding date.

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

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