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Paid Post The day in view

🌏 India beats on industrial output, Brazil's wholesale prices turn negative, and the EM divide keeps widening

4 min read
Paid Post The day in view

🇨🇳 Tonight's June PMI is the first clean read on whether China's factory momentum outlasts tariff front-loading

3 min read
Paid Post The day in view

🇬🇧 UK mortgage approvals fall to 56,205 in May as private credit cools, and the hawks' hike case weakens with it

3 min read
Paid Post The day in view

🇪🇺 Spain's HICP holds at 3.6% and eurozone M3 accelerates, putting a second ECB hike back in play

3 min read
Paid Post The day in view

🇺🇸 Warsh reaches for Greenspan's playbook, but the inflation math doesn't follow

2 min read
Pro tier The Strategy

📈 The Strategy: 2026-06-29

3 min read
Pro tier The Watchlist

📑 The Watchlist: 2026-06-29

2 min read
Paid Post The week in view

🇺🇸 Warsh's first meeting flips the dot plot toward hikes as PCE hits 4.1%

4 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-06-26

3 min read
Paid Post The day in view

🇨🇳 China's record trade windfall cannot fix what the balance sheet is breaking

3 min read
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