Macro Soup Newsroom
Truly global
Macro Soup's editorial desk. Daily and weekly briefings on global markets for self-directed investors. Global coverage, 5 to 7 minutes, written by a peer who has seen enough cycles to take the data seriously and the noise less so.
📚 What housing starts really measure, and why single-family versus multifamily matters more than the headline
📰 Daily Macro Roundup: 2026-09-17
🇨🇳 China's property slump has become a jobs problem, not just a price one
🌏 Taiwan and Singapore shrug off the Fed as AI exports boom
🇬🇧 BoE holds at 3.75%, but gilts cared more about QT than CPI
🇪🇺 Europe's trade surplus is quietly collapsing while inflation data stays calm
🇺🇸 The Fed hiked and then told markets it isn't done
📈 The Strategy: 2026-09-17
📑 The Watchlist: 2026-09-17
🏭 Washington is ordering memory chipmaking onshore, and the economics don't want to follow
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