The best macroeconomics newsletters

Chartbook is Adam Tooze's newsletter on economics, geopolitics and history, offering longer and more freewheeling analysis than his journalism. Recent issues feature curated top links alongside essays on topics like US current account and AI investment, Treasury markets, Indonesia's economic crisis, and historical episodes.

Kevin Erdmann analyses US housing costs, construction and rents against broader macroeconomic trends such as inflation, interest rates and investment. Readers get a data-driven argument that housing supply constraints, not demand, drive prices, along with monthly updates on residential construction.

A daily newsletter featuring Bitcoin content, with the excerpts showing original essays on macroeconomics, self-custody and Bitcoin ownership. Readers get clear explanations and a personal viewpoint on why Bitcoin matters.

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.

Ecoinometrics publishes data-driven Bitcoin analysis built around original charts covering ETF flows, corporate treasury buying, and macro forces like rates and Fed policy. Each issue frames a market question for investors, with a paid-only decision section on exposure.

A weekly collection of hand-picked charts on the S&P500, covering technicals, breadth, seasonality, rates and sentiment, with a short market outlook. Readers get concise commentary on each chart plus the author's takeaways on where US stocks may be heading.

A weekly economics newsletter by an economist that uses price theory to explore monetary economics, Nobel-winning research and related ideas. It offers in-depth explanations of theory, with posts on monetary policy, the 2026 economics Nobel and information in markets.

Economist Scott Sumner argues for restoring monetarism and nominal GDP targeting, explaining how interest on bank reserves changed the monetary system. He also shares reviews of films and books and comments on intellectual debates such as the legacy of Francis Fukuyama.

Market Sentiment publishes in-depth company deep dives, such as Shopify and ServiceNow, alongside portfolio updates and macro commentary on rates, oil, and tech stocks. Readers get analytical investment research focused on the bottlenecks and business models of the AI-era economy.

Arthur Hayes, former BitMEX CEO and CIO of Maelstrom, writes long-form essays on macro, central bank liquidity, crypto and AI markets. Issues mix trading framework explanations with irreverent commentary, satire and personal anecdotes.

A Bitcoin market intelligence newsletter from Blockware Solutions analysts covering on-chain data, ETF flows, macro conditions and the mining industry. Readers get data-backed analysis and a bullish long-term perspective on Bitcoin.

A weekly gold market briefing from a full-time gold trader that covers macro drivers, futures and ETF positioning, and key price levels. It also previews upcoming data and central bank events and promotes a paid premium trading plan.

A weekly market commentary combining macro analysis, a market timing signal and stock and ETF trade ideas. Free issues give a taste of the analysis, while full stock picks and portfolio trades are reserved for paid subscribers.

Macro Notes publishes top-down, global macro investment theses, such as AI infrastructure, sovereign AI and the longevity economy, and then looks at the companies exposed to them. Readers get an explained investment framework and thematic analysis of how demand shifts could affect specific sectors and stocks.

Rebound Capital publishes in-depth research on beaten-down stocks, including company deep dives and market commentary on semiconductors and bond yields. Readers get investment theses, valuation context and historical comparisons aimed at finding recovery opportunities.

A market research newsletter covering macro history, asset allocation and investment strategy, plus a weekly profile of a high-yield fund. Issues mix data-driven analysis with sponsored content and webinar promotion.

Anatoly Karlin's blog covers world politics, geopolitics, crypto markets, AI risk and rationalist ideas, mixing provocative takes with data references. Readers get contrarian, opinionated essays on macro trends, elections and existential risk.

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.

A daily newsletter from Anthony Pompliano covering Bitcoin, markets, business and macro trends, with a market-commentary angle and a Friday charts roundup. Issues mix opinionated takes on current events with sponsor reads at the top.

A newsletter from Polymarket, the prediction market, offering market data analysis, election commentary and institutional research on interest rates. It aims to help readers become better forecasters by explaining how markets price events and what the trading data reveals.

A free finance newsletter by Humphrey and Rickie that covers market news, macro trends and practical money topics like federal student loan rules in short weekly issues. Readers get concise, plain-language takes on what the AI trade, rates and consumer sentiment mean for their wallets.

A weekly crypto newsletter with a free edition rounding up macro and market news, technical analysis and curated alpha links, plus a premium edition covering on-chain data. It draws on smart money wallet tracking, token unlocks, yields, narratives and prediction markets, with an educational, not-financial-advice framing.

A markets newsletter that gives regular updates on the macro regime, S&P 500 indicators and several model stock portfolios, including monthly and quarterly picks. It is written in a casual first-person voice and pairs the updates with a companion website and sponsor placements.

Promotes and summarises video interviews with macro and market experts on inflation, interest rates, AI and long-term economic cycles, plus announcements for online conferences. Premium subscribers get written interview notes and expert reports, and issues also carry sponsor offers for precious metals.

A weekly market update with index levels, rate-hike odds, Treasury yields and the upcoming economic calendar, framed around a quant approach. Each issue also promotes the author's paid premium products, including a daily signals brief and an Insiders' Hub.

Economist Stephen Leeb offers investment commentary on the AI bubble, the risks of advanced AI, and the case for gold amid de-dollarisation. Issues mix market analysis with portfolio guidance and promotion of his advisory service.

This newsletter covers how liquidity, incentives and momentum drive financial markets, and it publishes daily momentum model reports and slides. The sampled issues are mostly show logistics and download links for a live market program.

Signal Core publishes market forecasts on crypto, equities and silver, with the substantive analysis, targets and probabilities placed behind a paid 'Inner Ring' tier. The free issues are teasers describing past calls and the questions the paid forecasts address.