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A weekly macroeconomic research newsletter explaining how monetary policy, liquidity, inflation and economic cycles affect financial markets. Combines charts, historical comparisons and investment perspectives to help readers assess market regimes and portfolio risks.

Monthly Macro Scouting Report, webcast and longer-term outlook.

The complete 42 Macro investment framework. Bring 42 Macro’s daily research and signals, weekly portfolio guidance, and longer-term macro forecasts together in one comprehensive research solution.

A podcast covering economic developments, financial markets and corporate finance, with contributions from J.P. Morgan’s Commercial & Investment Bank. There is a rotating list of presenters and specialists. Examples include Samantha Azzarello, Michael Feroli, Hannah Elson and Oli Harris.

Join just under 200k followers of Paulo Macro on X. "Speculation is the search for truth in price and time. Not investment advice - just personal views."

PauloMacro publishes global macro research connecting economic developments, liquidity, sentiment and positioning across financial markets. Best assessed as an evolving research diary: articles often build on earlier arguments, making continuity valuable. The author identifies developing his thinking, exchanging ideas and gathering reader feedback as central purposes of the publication.

Prometheus Institutional serves some of the largest institutions worldwide, ranging from top-tier multi-strategy hedge funds to sovereign and corporate pensions, as well as asset managers. Prometheus Research shares excerpts from Prometheus Institutional to complement their Substack offering.

The Macro Cycle Program is an investment solution that combines active macro alpha and strict risk control, all in an easy-to-follow solution for individual investors.

Thoughts on the macro mechanics at play in the context of the current economic cycle. This an adhoc educational and methodological research series.

Data-driven research tracking growth, inflation and liquidity to assess economic conditions and market regimes. Combines economic commentary, systematic asset allocation programmes, portfolio updates and educational analysis. The Observatory is how Prometheus monitor the evolution of the economy and financial markets in real time.

A recurring written-series label within the main newsletter, combining broader observations, positioning and developing trade ideas

Santiago Capital Research publishes Brent Johnson’s analysis of global markets, geopolitics and the international monetary system. Its research uses his Dollar Milkshake Theory to examine how dollar demand, liquidity and capital flows affect investment opportunities.