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The best Financial Markets newsletters

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

theovershoot.co· irregular· Published 12 days ago

A macroeconomics newsletter examining the global economy and financial markets through data revisions, bond yields and central bank policy. Readers get detailed, data-driven analysis that challenges official statistics and explains what the numbers imply.

bea revisionsnet interest incomeglobal bond yieldsfrance bondsfederal reservefed rate hike
yesigiveafig.com· weekly· Published 3 days ago

Michael Green, founder of Tier1 Alpha Asset Management, writes essays on financial markets, passive investing and the societal effects of AI. Readers get opinionated, historically informed commentary plus updates on his new investment firm.

passive investingmarket structuremichael greenetfsasset managementai and society

Marcus on AI

Substack
garymarcus.substack.com· irregular· Published 7 days ago

Gary Marcus's newsletter offers skeptical, critical analysis of the generative AI industry, covering financial strain, weak measurable returns on AI spending, and emerging liability and copyright risks. Readers get pointed commentary on AI company valuations, market turbulence, and the gap between AI hype and evidence.

generative aiai bubbleopenaianthropiccoreweaveai valuations
unclestocknotes.substack.com· daily· ZH· Published yesterday

A Chinese-language newsletter on US stock investing that combines industry insight, policy trends and financial analysis with personal anecdotes. Readers get a mix of in-depth pieces on AI and memory-chip themes and daily digests of the author's chat-room discussions on market positioning.

us stock marketmemory chipssamsungsk hynixnomura reportai conference china
unusualwhales.substack.com· weekly· Published 2 days ago

A markets newsletter from Unusual Whales covering earnings calendars, options flow analysis, and weekly market outlooks. Issues include trade breakdowns of unusual options activity with specific contract details and reasoning.

unusual options flowoptions tradingearnings calendarstock marketderivativesexpected move
topdowncharts.pro· weekly· Published 5 days ago

An institutional research service publishing weekly macro themes and quarterly webinar replays. The excerpts show only titles, so the content is inferred to be market and macro investment research.

weekly macro themesmacro researchinstitutional researchmarket chartswebinar replayinvestment strategy