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.
🌏 Brazil's real is getting hammered on Lula's win because the market had bet on his loss
🇬🇧 UK firms are expanding, households are hoarding cash, and the gilt market has set the Budget's limits
🇪🇺 German firms look past a weak present while banks tighten ahead of the ECB
🇺🇸 Factories are running hot, households are paying for the rates, and the Fed meets this week
📈 The Strategy: 2026-10-26
📑 The Watchlist: 2026-10-26
📰 Weekly Macro Roundup: 2026-10-24
🇨🇳 China's factories are pulling away from households while the state's own revenue slips
🌏 One oil shock has split emerging market central banks into five inflation regimes
🇬🇧 Firms, households and the Treasury are absorbing the same energy shock, and the Budget lands in the middle of it
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