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 durable goods orders measure, and why the headline number almost always misleads
📰 Daily Macro Roundup: 2026-06-25
🌏 At 7.8%, South Africa's PPI puts a number on the EM commodity divide
🇨🇳 PBOC holds for a record 13th month. Bank margins, not caution, are the constraint.
🇬🇧 UK retail is printing at lockdown-era levels and two Bank of England members still want to hike
🇪🇺 Spanish GDP holds at 2.7% while the ECB tightens into a consumer that never recovered
🇺🇸 Three months at 3.4%: core PCE won't budge, and the economy won't help
📈 The Strategy: 2026-06-25
📑 The Watchlist: 2026-06-25
🏭 Broadcom's record AI quarter wasn't enough for a market pricing in perpetual acceleration
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