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Paid Post The Week in Geopolitics

🌍 The oil market ran on two unspoken guarantees for 50 years. Both just broke.

4 min read
Featured Post The day in view

Daily Macro Roundup: 2026-05-05

3 min read
Paid Post The day in view

🇨🇳 China's Q1 GDP printed 5.9% — the record beat is real, the front-loading question is realer

2 min read
Paid Post The day in view

🌍 Brazil disinflates, India's PMI holds above 57, and Korea's April CPI narrows the EM easing queue

3 min read
Paid Post The day in view

🇬🇧 BoE's QE loss estimate reaches £125bn as gilt yields keep the fiscal pressure on

3 min read
Paid Post The day in view

🇪🇺 Eurozone PMI holds at 52.2 for a fourth straight month as ECB hawks and doves split on June

4 min read
Paid Post The day in view

🇺🇸 Treasury dropped core inflation from its scorecard. The timing is convenient.

2 min read
Featured Post The day in view

Daily Macro Roundup: 2026-05-04

4 min read
Paid Post The day in view

🇨🇳 China's PMIs split in April: manufacturing held, services contracted, and stimulus still hasn't closed the demand gap

2 min read
Paid Post The day in view

🌍 EM manufacturing is fracturing into three blocs — and a Hormuz incident threatens the leaders

3 min read
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