A markets newsletter that applies long-term debt cycle and business cycle frameworks to current macro and geopolitical events, including the Iran conflict and the Hormuz oil disruption. Readers get a thesis-driven view of where markets may be mispricing risk, with investment framing.
Website: https://www.norainyday.com/
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.
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.
Data-driven analysis of the global economy, central bank policy, bond yields and official economic statistics. Issues combine original charts and cross-country comparisons with a clear point of view on where official estimates or policymakers have gone wrong.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
