Retired Wall Street strategist Jim Paulsen shares periodic commentary on the U.S. economy and stock market, covering economic momentum, tech-sector dominance, and market outlook. Readers get macro indicators such as yield curve, real M2, dollar and wage trends interpreted into market forecasts.
Website: https://paulsenperspectives.substack.com
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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