An investor-focused newsletter that works through macroeconomics, geopolitics and technology, such as oil supply shocks and AI's economic impact, using explicit back-of-envelope math and personal investment reasoning. Readers get a framework for thinking about market drivers and a view on what to watch next.
Website: https://www.nexteconomy.co
Economist Scott Sumner writes about monetary policy, economic ideas and culture, including monetarism, market monetarism and NGDP targeting, along with film and book reviews. Posts mix technical macroeconomics with commentary on intellectual history and quarterly culture roundups.
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.
Roger Pielke Jr. writes on science, policy and politics, combining data-driven analysis with commentary on climate, energy, budgets and public debate. Issues include interactive tools, original quantitative analysis and personal reports from events.
Plain-English economic analysis of inflation data, Federal Reserve policy and interest rates, with takeaways and original nowcasts for each major data release. Readers get a clear view on what the numbers mean for rate decisions, housing, jobs and consumers.
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