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The best Bonds newsletters

9 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.

Capital Wars

Substack
capitalwars.substack.com· weekly· Published 2 days ago

A newsletter tracking global liquidity conditions, covering collateral values, central bank policy, bond yields and Bitcoin as a liquidity barometer. Issues combine weekly liquidity updates with longer analytical pieces that put market moves in historical context.

global liquidityliquidity watchcollateralbond yieldsinterest ratesbitcoin

Momentum

Substack
momentumnewsletter.fr· weekly· FR· Published yesterday

Momentum est une newsletter française gratuite qui explique comment gérer ses finances personnelles et investir dans les actions, obligations, cryptomonnaies, immobilier et private equity. Chaque numéro mêle un dossier pédagogique approfondi, comme l'analyse des primes de risque ou une stratégie de trading sur un range, à un flash d'actualité des marchés.

investir en boursegestion de patrimoineobligationsprime de risques&p 500thales
joshbelanger.substack.com· daily· Published 2 days ago

Short, opinionated market commentary from a former Wall Street trader covering moves in bonds, currencies, oil and AI stocks. Each issue ties recent headlines and figures to a view on what to do with the market.

market commentaryex-wall street tradertreasury yieldseurofrench bondsoil prices
lordfed.co.uk· weekly· Published 3 days ago

A London-based portfolio manager shares weekly market commentary, covering equities, bonds and AI-related positions, along with specific trade ideas and position sizing. Paid subscribers get a private Discord with live market insights and trades.

portfolio managermarket outlooks&p 500qqqbond tradesearnings season
eliantcapital.com· weekly· Published 4 days ago

A macro and event-driven trader shares weekly market recaps and a look at the coming week's economic calendar across equities, bonds, commodities and FX. Issues also report the author's own track record and promote following his managed portfolio on a copy-trading platform.

week aheadmacro tradingevent drivenstock market recapcpi reportbond yields

Satstreet

Substack
news.satstreet.com· weekly· Published 20 days ago

Satstreet is a personal bitcoin and macro newsletter by its author, mixing commentary on US politics, central bank policy, and government bond markets with a bullish crypto lens. Readers get opinionated takes on how Washington's decisions, like stalled crypto legislation and fiscal promises, may affect bitcoin and the dollar.

bitcoincrypto regulationclarity actfederal reserveus treasury yieldsdollar strength
macleodfinance.com· irregular· Published yesterday

Alasdair Macleod's Substack argues from a gold-as-money, sound-money perspective, offering commentary on the Ukraine war, US Treasury yields, debt, and monetary policy for investors. Issues are short opinion pieces that often lean on strong predictions, with some interview promotion and truncated excerpts.

gold as moneysound moneyfiat currency debasementtreasury yieldsus debtalasdair macleod
shrubstack.com· irregular· Published 6 days ago

A contrarian investing newsletter written in an irreverent voice, sharing the author's trade calls and mental frameworks around the AI trade, bonds, and macro events. Readers get a running, live account of trades taken with minimal tools and commentary on what the market crowd is getting wrong.

trading journalcontrarian investingbond marketai stocks bubbletltemerging markets
profstonge.com· weekly· Published 6 days ago

Weekly commentary on economics, markets and politics from a libertarian, Austrian-economics and pro-populist viewpoint. Issues cover topics such as bond yields, Latin American elections and car prices, with sponsor messages for gold and Bitcoin products.

bond yieldsaustrian economicsgovernment deficitsinflationgold and silverpopulism