5 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
A cross-asset macro newsletter that recaps the week in markets and publishes thematic deep dives, such as on Brazil's election and fiscal outlook. It turns data on inflation, yields, currencies and earnings into positioning and asset allocation views.
The Realistic Optimist is an email publication for global-minded venture capitalists, offering long-form interview-driven analysis of startup ecosystems and companies outside the usual Silicon Valley narrative. Recent issues cover Ethiopian B2B e-commerce, Azerbaijan's Bir digital ecosystem, and why Australia's startup output outpaces its venture capital.
Philoinvestor is a macro investing newsletter framed around fragility in markets, covering AI valuations, US fiscal deficits and dollar standard dynamics, and Brazilian elections and bonds. Readers get opinionated market analysis with a strong contrarian view and some numbers, though the excerpts lean on punchy rhetoric.
A weekly-style roundup of news from frontier and emerging markets, mainly Africa, covering sovereign debt restructurings, credit ratings, and political developments. Readers get short summaries of recent stories with sources credited to wire services like Bloomberg, Reuters, and the BBC.
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