Looking for newsletters recs on global macro, emerging markets and credit

Hello all,

I was wondering if anybody had any free-newsletters recommendations that cover those three topics above. Mainly looking for market updates, and perhaps idea sourcing/case studies.

4 Comments
 

Based on the most helpful WSO content, here are some recommendations for newsletters and resources that cover global macro, emerging markets, and credit:

Global Macro

  • Zoltan Pozsar's "Global Money Notes" and "Global Money Dispatches": These are highly recommended for advanced insights into global macroeconomics, especially related to collateral markets and financial plumbing.

Emerging Markets

  • Financial Times (FT): Offers comprehensive coverage of global markets, including emerging markets.
  • The Economist: Provides in-depth analysis and articles on emerging markets, though often more reactive than proactive.
  • Local Business Newspapers: For specific emerging markets, local business newspapers such as South Africa's Financial Mail and M&G are valuable resources.
  • Daily News Emails from Local Brokers: These can provide the most relevant and up-to-date articles on emerging markets.

Credit

  • Manmohan Singh's "Collateral Markets and Financial Plumbing": This book is a compilation of papers that offer deep insights into the nature of collateral use in financial markets, which is crucial for understanding credit markets.

Additional Resources

  • NREI Online and Bisnow: These are good for daily updates and interesting stories in the real estate sector, which often intersects with credit markets.
  • WSJ's Real Estate Section: Occasionally features interesting stories relevant to credit and real estate.

These resources should provide a solid foundation for staying updated on global macro, emerging markets, and credit.

Sources: Q&A: Emerging markets investment analyst, How To Follow The Markets Like A Pro – For Free!, 1st Year Macro HF Analyst: My Macro Framework, Q&A: Emerging markets investment analyst, What websites, newsletters, literature, etc do you read on a daily/weekly basis?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

That’s like £30,000+ a year though so you need someone in your firm to pay for it. Have read it before though and it’s 10/10. Can’t recommend enough. 

 

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