Briefings from Goldman Sachs →
Goldman Sachs’ public editorial hub brings together perspectives from its leaders, economists, analysts and investors on the global economy, financial markets and industries. Content is distributed through research articles, reports, interviews, podcasts, videos and the weekly Briefings newsletter.
|
GeographyGlobal |
FormatNewsletter, Weekly Publication |
Inflation
AI
Cross-Asset Strategy
|
|
|
GeographyUnited States |
FormatNewsletter, Long-Form Report |
Fiscal Policy
Monetary Policy
|
Capital Wars by Dr Michael J. Howell →
Research examining how global liquidity, capital flows and debt-refinancing conditions influence financial markets.
Combines weekly liquidity updates with thematic analysis of central banks, bonds, currencies, gold, Bitcoin and asset-allocation cycles.
|
GeographyChina |
FormatSubstack |
Monetary Policy
Debt and Credit Bubbles
Liquidity
|
Currency Exchange →
Each week, the NatWest Markets team of FX strategists – Eimear Daly, Brian Daingerfield, and Paul Robson – help investment professionals and corporate treasurers get to grips with the biggest themes & events moving global currency markets.
|
GeographyDeveloped Markets |
FormatPodcast |
Monetary Policy
Inflation
Fiscal Policy
|
Direct from Dowding →
Mark Dowding, BlueBay Fixed Income CIO. Weekly commentary on global macro developments, policy and markets, available through the website and a dedicated email subscription
|
GeographyEmerging Markets |
FormatNewsletter |
Monetary Policy
Geopolitics
Sustainable Investing
|
|
|
GeographyChina |
FormatWeekly Publication, Newsletter |
Monetary Policy
Geopolitics
|
European Central Bank →
Policy decisions, speeches, projections, statistics and research from the European Central Bank.
|
GeographyEurozone |
FormatEvent Review, Long-Form Report |
Monetary Policy
Inflation
|
Fidenza Macro →
Global macro commentary connecting economic developments and market regimes with Geo Chen's trading views. Combines portfolio discussion with lessons on execution, position sizing, risk management and trading psychology.
|
Geography— |
FormatSubstack |
Monetary Policy
|
|
|
GeographyEmerging Markets |
FormatVideo Channel |
Monetary Policy
Geopolitics
Sustainable Investing
|
Global Institute: Insights →
Distinct research and dialogue channel focused on geopolitics, AI, energy, technology, markets and global economic change
|
GeographyGlobal |
FormatNewsletter, Weekly Publication |
Inflation
AI
Cross-Asset Strategy
|
Goldman Sachs Exchanges →
Weekly podcast featuring Goldman Sachs leaders, economists, investors and external guests discussing industries, markets and the global economy. Available through podcast platforms and the Goldman Sachs site.
|
GeographyGlobal |
FormatNewsletter, Weekly Publication |
Inflation
AI
Cross-Asset Strategy
|
ING: FX Daily →
FX strategy and market commentary from ING’s global economics and research teams.
|
GeographyEmerging Markets |
FormatResearch Portal |
Monetary Policy
|