Last week, we announced important changes to our content slate and pricing, which will take effect at midnight tonight.
We are incredibly grateful for the continued support of our readership and are committed to providing the highest-quality articles, ideas, and commentary.
To ensure we can continue to do this, we will merge our Wednesday and Friday releases into one piece, which will be published between Tuesday and Saturday. This will enable us to dedicate more time to writing in-depth pieces on relevant topics or themes, consistently ensuring high quality.
The Monday top trades and week ahead piece will remain, and the Sunday weekend read, with our regular series (see below), will continue.
We have also just launched our Macro Monitor, which we ran through here.
At the same time, our prices for new subscribers will increase from $20 to $30 per month. This does not impact existing paid subscribers. However, anyone considering accessing all of our content would be wise to switch to a paid subscription before the end of this month to avoid the upcoming price increase.
Regular Series
Monday Look Ahead & Trade Ideas
At 8:00 a.m. London time every Monday, we publish our views for the upcoming week. This includes actionable trade ideas from FX, equities, rates, and commodities, as well as providing a flavour for themes that we expect to play out and what to watch on the economic calendar:
Top Trade Ideas - June 23rd
US equity markets ended slightly lower as geopolitical tensions in the Middle East overshadowed economic fundamentals. The S&P 500 dipped 0.2% for the week, dragged by defensive and rate-sensitive sectors, while energy rallied 2.8% on firmer crude prices. Reports that the US would delay involvement in the Israel-Iran conflict for two weeks helped lift m…
Word on the Street
In our WOTS, we provide a summary of the best institutional research, notes and trade ideas that come across our desk during the week.
We have removed the paywall from our latest WOTS to give a taste of what this series looks like:
Money Markets
Our MM series gets published at the turn of each month, a handy rundown of cross-asset themes from the previous month, as well as looking ahead at what could dominate the price action for the following period.
These also include ad-hoc guest contributors.
The latest MM paywall has been removed and can be read in full here:
Money Markets - June 2025
“To improve is to change, to be perfect is to change often”—Winston Churchill
Global Primers
For those seeking to gain a deeper understanding of specific financial products or derivatives, or for more experienced practitioners to enjoy, we provide educational primers on a regular basis.
These are written by the team in collaboration with experts in the respective product or asset class to ensure that the information provided is accurate and informative.
Our latest primer was on Credit Default Swaps (CDS) and can be read in full below:
Global Primer Series: Credit Default Swaps
For all the focus on bond yields, equity volatility, and economic growth, the market’s clearest view on credit risk trades in a more specialised arena: the CDS market.
If you’ve been on the fence, now’s the time. Upgrading before midnight locks in the current rate for full access to everything we publish—no price hike, no restrictions, just consistent, high-quality macro research delivered straight to your inbox. We’d love to have you with us.
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