Independent macroeconomic and investment research covering U.S. and Swiss markets, with recurring chart-driven analysis of GDP nowcasts, the Dallas Fed Weekly Economic Index, long-term asset returns and recessions. The newsletter also previews the author's upcoming Maverick Model Portfolios service.
Website: https://www.maverickequityresearch.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.
A research-driven newsletter by a venture capital research head examining how capital flows, trade imbalances and industrial capacity shape the West's position relative to China. Each issue builds a macroeconomic argument backed by charts and cited official data.
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.
A trade intelligence newsletter that analyses official data and regulatory filings to explain what developments in retail, customs and supply chains mean for importers and buyers. Issues lead with an executive takeaway, a stated reading of the evidence and explicit limits on what the research established.
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