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•
6 Publications

Best Rates Newsletters & Research Desks

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

GBAnalysis

Conks (Concoda)

Global Monetary Mechanics & Funding Markets

Niche · Monetary dynamics & repo plumbing

MacroFixed Income
~$20/mo · $200/yr
2020
Visit
USAnalysis

The Fed Guy

Federal Reserve Plumbing & Money Markets

Niche · Fed operations & money markets

Fixed IncomeMacro
~$30/mo
2021
Visit
DKMixed

Steno Research

Macro Regime & Asset Allocation

Niche · Macro regime, rates & FX allocation

MacroFXFixed Income
~$29/mo
2022
Visit
USMixed

Capital Flows Research

Global Capital Flows, Rates & FX Plumbing

Niche · global capital flows, rates & FX

MacroFXFixed Income
Paid — price not listed
2023
Visit
GBAnalysis

Bond Vigilantes (M&G)

Global Bond Market Commentary

Niche · Government & corporate bond markets

Fixed Income
Free
2007
Visit
USAnalysis

Market Radar

Quantitative Macro & Rates Models

Niche · quantitative macro & rates models

MacroFixed IncomeCommodities
Free + paid tiers
2020
Visit