Any newsletters you guys read for S&T?
Looking to read newsletter to learn/keep up with what is going on. I'll see, for example, 2 yr treasury yield is up 5 bps today and want to get info on why/what's going on.
Based on the most helpful WSO content, a great way to stay informed about markets and trends for S&T is by subscribing to newsletters like Morning Brew. It provides daily updates on market movements, economic news, and other relevant insights directly to your email. Additionally, many schools offer free subscriptions to NYT or WSJ, which are excellent resources for staying updated on financial and market news. Reading the business sections of these publications each morning can help you understand the "why" behind market movements, such as changes in treasury yields.
Sources: 2024 SA TIPS!!, Navigating The Floor: A S&T Analyst's Guide, Modern S&T, What websites, newsletters, literature, etc do you read on a daily/weekly basis?, S&T to IBD?
no but the Im guessing the reason yields are up 5 percent is because oil is getting blocked from straight so inflation expectation higher so medium term expectation is that no cuts. But I would suggest just reading WSJ and stuff. Im not keeping up so the explenation might eb incorrect.
Bondbeat substack
Seconded on Bondbeat
SOLVE Fixed Income's (free) market summaries cover munis, corp (IG and HY), CDS, and syndicated loans. Also there's one for BDC/private credit. It won't let me post a link, but Google it or go to SOLVE's home page and scroll down for the signup.
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