🇺🇸 The bond market is out-hawking the Fed while households sour on the economy
🇪🇺 Euro zone PMI hits a three-year high, but households are hoarding cash
📑 The Watchlist: 2026-09-25
📚 What new home sales measure, and how to read a number that can't say whether it rose
📑 The Watchlist: 2026-09-23
📰 Daily Macro Roundup: 2026-09-22
🇨🇳 China's yuan strength is subsidized, not earned, ahead of the Xi-Trump summit
🌏 Nigeria cuts rates 350bps in one meeting, running the Turkey playbook in reverse
♟️ Iran's collapsing rial, not US airstrikes, is what forced it to the table
🇺🇸 Goolsbee's case for a fourth hike ran into a same-day oil crash