The best Macro newsletters

Independent research newsletter that publishes trade updates and analysis on energy, macro and geopolitics, with specific long and short positions. Readers get a point-of-view read on sell-side notes, company news and market events, tied back to earlier pieces.

Institutional-style crypto and cross-asset research covering market structure, regime analysis and driver reviews of major and altcoin price moves. Issues include multi-part retrospectives with charts and chart books, plus macro-aware relative-value model portfolio recommendations.

Systematic macro research that links market regime analysis, intermarket capital flows and trend models to specific trade and stock selection ideas. Issues cover current developments such as the AI stock rotation, inflation and bond yields, with explicit positioning guidance.

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.

A daily crypto and macro digest that opens with market stats (crypto market cap, gold, oil, Treasury yields, fear & greed) and closes with linked tweets, news and videos. Each issue also features a sponsored-style spotlight on a defi project, plus TVL and chain data.

A daily and weekly research digest covering venture capital, AI startups, AI tools and infrastructure, plus quantitative finance papers pulled from arXiv. Issues are mostly link-driven lists of themes, reads and paper entries with brief headline commentary.