Conks covers the plumbing of global money markets, with daily data snapshots on Treasury bill and coupon auctions, the Treasury General Account, bank reserves, Fed operations and repo benchmark rates. It also publishes longer analytical pieces and infographics on topics such as repo market structure, central clearing and the Treasury basis trade.
Website: https://www.conks.plumbing
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.
John Cochrane's Substack pairs technical working papers on inflation and monetary policy with free-market commentary on affordability, housing and public opinion. Readers get clear, opinionated explanations of economic models and policy debates from a Chicago-school perspective.
Matt Stoller's BIG examines monopoly power, antitrust, and corporate concentration through commentary on AI stock bubbles, Federal Reserve policy, and travel industry pricing. Readers get a critical, politically pointed take on how concentrated corporate power shapes prices, markets, and everyday costs.
Kyla's Newsletter offers in-depth economic analysis that connects topics like AI, oil, Treasuries, and consumer sentiment to everyday experiences. It features long-form essays, interviews with figures such as Chicago Fed President Austan Goolsbee, and reflections on labor versus capital and how people perceive the economy.
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