A weekly macro markets newsletter covering shifts in global equity leadership, from US underperformance versus China and Europe to stagflation risks from tariffs. It offers news-driven analysis that cites economists, PMI data and index moves to explain what investors should watch.
Website: https://macro.hedder.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.
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.
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