Ray Dalio's Substack applies his 'How Countries Go Broke' framework to current events, tying bond market moves, US debt supply and geopolitics such as the Strait of Hormuz standoff to his template. Readers get his macro thesis and predictions, though the excerpts lean on repeated self-referencing to his book.
Website: https://raydalio.substack.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.
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.
Zins² is a German-language market commentary covering bond markets, credit risk, and portfolio strategy, with recent issues on French OAT spreads, Bund positioning, AI-investment credit risk, and supranational ratings. Readers get concrete positioning views and the reasoning behind them, aimed at institutional and professional investors.
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