Capital markets and macro commentary from a writer who digs into Fed policy, rates moves, and financial plumbing such as Federal Home Loan Bank lending to private equity-owned insurers. Readers also get essays on AI's economic payoff, with a clear, opinionated argument and specific data.
Website: https://www.akashkanojia.com/
Adam Tooze's newsletter curates and comments on daily links across economics, geopolitics and economic history, from tariffs and inflation to the AI boom's effect on the US current account. Each issue pairs current macro and market items with historical and intellectual-history threads and an art image.
Employ America publishes macroeconomic data monitors, inflation nowcasts and Federal Reserve commentary tracking US activity and monetary policy. Readers get component-level analysis of PCE inflation, manufacturing data and FOMC expectations.
Groundbreaker is a finance newsletter that argues today's AI boom mirrors the 2006-2008 subprime mortgage crisis, using analysis of reset schedules, price dynamics, and earnings quality. Readers get a contrarian, historically grounded framework for judging whether apparently cheap, growing AI-sector valuations hide the same kind of borrowed or unsustainable earnings.
Daily market and economic commentary from Dr. Ed Yardeni's research team, built around charts, data and a weekly video webcast. It covers Federal Reserve policy, stock market valuation and earnings, and the macro outlook.
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