A weekly market briefing covering macro liquidity, central bank policy and US inflation and labour data, aimed at forex and crypto traders. It reads as a summary of news and data releases with some interpretation, giving readers a sense of the macro backdrop behind market moves.
Website: https://www.newsletter-pulsetrading.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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