Macro Soup Newsroom
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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.
🏭 SK hynix sold out its memory through 2029, then handed $75bn back instead of building more
📰 Daily Macro Roundup: 2026-10-28
🇨🇳 China's banks max out the central bank's overnight window while the policy rate stays put
🌏 Korea's chip boom is lifting exports and incomes, but households are not seeing it
🇬🇧 Healey spends fiscal headroom on energy bills while the Bank of England leans toward a hike
🇪🇺 Euro area inflation is mostly energy, and demand is already buckling
🇺🇸 If Warsh holds, dissents and core PCE will do the talking
📈 The Strategy: 2026-10-28
📑 The Watchlist: 2026-10-28
♟️ Mecca pact envoys sit down with Tehran as Houthi fire keeps Brent near $115
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