Rules

R1: No news media. News articles, opinion pieces, or anything from a general media outlet are not allowed.

R2: Professional commentary. Commentary must come from or be affiliated with a major financial or economic organization.

R3: No politics. No positive or negative posts or comments about any politician or political party.

R4: Please review our commenting guidelines.

About:

Follow macroeconomic data releases and professional commentary. No news articles, no media outlets, no opinion pieces. Commentary must be published by a major financial institution.

Economic Calendars:

• US Calendar
• US Calendar
• Fed Calendar
• International

Commentary Sources:

• ABN Amro
• Atlanta Fed
• Allianz
• Baird Investment
• BEA
• BlackRock
• BMO
• BNP Paribas
• BNY Mellon
• Boston Fed
• Center State Bank
• CIBC
• CitiBank
• Daiwa Securities
• Danske
• Dukascopy
• Dallas Fed
• DNB Bank
• DWS Group
• Fidelity
• FRED Blog
• Foresters
• Fulcrum
• Goldman Sachs
• Grant Thornton
• HSBC
• Janney Investments
• JP Morgan
• Merrill Lynch
• Morgan Stanley
• MUFG
• Natixis
• NAB
• Northern Trust
• Northwestern Mutual
• Nordea
• NY Fed
• PIMCO
• PGIM
• Rabo Bank
• Raymond James
• RBC
• Saxo Bank
• Scotia Bank
• Schroders
• SF Fed
• St. Louis Fed
• Swed Bank
• TIAA
• Tim Duy
• TD Bank
• UBS
• UniCredit
• US Bank
• Vanguard
• Wells Fargo
• Survey of Primary Dealers
• Survey of Market Participants

Other Info:

• FOMC Statements, Minutes, SEP
• Major Economic Data Dictionary
• Summary of National Economic Data
• Recent Speeches By FOMC Participants
• PCE and CPI Inflation: What's the difference?
• Are recessions "due" after a long time?
• FRED Blog
• Federal Debt Face Value and Market Value
• Foreign Holders of US Treasury Debt
• Fed Res Hold of Treasuries & Agency Debt
• Introducing SOFR and related readings
• Summary of Post-Crisis Banking Reform
• Modern Money Mechanics
• economistsview.typepad
• GDP basics and NIPA handbook
• Is a trade deficit bad? (and here and here)
• Pozsar Global Money Notes (9, 13, 15, 4)

Topic Megathreads:

• Repo Market

• Data Sources (using FRED)

• Yield Curve

• Neutral Rate (r*)

• Inflation

• Quantitative Easing (QE)

Related Subreddits:

• /r/thewallstreet

• /r/media_criticism

• /r/EquityMonitor