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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.
🇺🇸 Q1 GDP came in at 2.0%. The PCE surge to 3.5% is the actual problem.
Weekly Macro Roundup: 2026-05-02
[CN] China's April PMI: Caixin at a five-year high, services in contraction
[EM] Mexico's Worst Post-COVID Quarter Exposes the Tariff Trap in the Nearshoring Trade
BoE's 8-1 Hold Masks a 2.6-Point Inflation Uncertainty Range That Tests State-Contingent Policy
[EU] ECB Cornered: Inflation Re-Accelerates to 3.0% as Q1 Growth Stalls at 0.1%, Closing Every Policy Exit
[US] Q1 GDP Climbs to 2.0% But a 4.5% PCE Deflator Traps the Fed in an Extended Hold
Daily Macro Roundup: 2026-05-01
[CN] China's April PMI holds at 50.3, but front-loading and services contraction tell a different story
[EM] India's Rate Cuts Hit a Deposit Wall as Credit Growth Slips to 15.0%
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