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 the ISM services PMI actually measures, and why 55.4 hides a stagflation-lite signal
🇬🇧 UK gilt yields hit 2008 levels as an oil shock guts Healey's Budget room
🇪🇺 France's borrowing costs jump as the ECB hikes into a cooling core
📈 The Strategy: 2026-09-03
📑 The Watchlist: 2026-09-03
🏭 The AI buildout's new bottleneck isn't GPUs, it's Taiwan's optical packaging lines
📰 Daily Macro Roundup: 2026-09-02
🇨🇳 Beijing trades a housing bubble for a housing bust it can control
🌏 Korea's record chip exports just handed the AI capex story its paper trail
🇬🇧 UK 30-year gilt yields blow past the mini-budget peak, no crisis required
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