Hi all, I was wondering if you guys had any resources that provide solid commentary on the current macro environment on a regular basis. Could be a newsletter, podcast or whatever. kind of looking for something that just sums up the macro environment in relation to current events and their effects that I can stay up to date on regularly. Thank you!
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Absolutely, I've got a few resources up my sleeve that could help you stay up-to-date with the macro environment.
Online blogs like Alphaville on Financial Times and Maroon Macro are always good for keeping up with the latest happenings. They cut through the noise and give you the information you need.
For technical info, like how to read yield curves/bond math/etc, Macrodesiac website is a great resource.
Piper Sandler's "Interns Guide To Macro" is a fantastic read. It gives you a great overview of the business and liquidity cycle and how they impact asset classes.
Variant Perceptions blog and YouTube channel are also worth checking out. They offer insights into the mind of a top-down investor and how they think about the business and liquidity cycle.
Remember, staying informed is key in this field. Happy reading and watching!
Sources: https://www.wallstreetoasis.com/forum/hedge-fund/developing-macro-understanding?customgpt=1, Macro: Rates and FX, https://www.wallstreetoasis.com/forum/hedge-fund/book-recommendations-for-economics?customgpt=1, Incoming Intern: Resource to better understand macro events and how they affect investments in credit
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