🇬🇧 A record factory rebound collides with worsening Budget arithmetic
🇪🇺 Lane pushes back the ECB's return to 2% inflation to mid-2027 as the energy shock resurfaces
📈 The Strategy: 2026-09-22
📑 The Watchlist: 2026-09-22
📰 Daily Macro Roundup: 2026-09-21
📈 The Strategy: 2026-09-21
🇬🇧 BoE turns hawkish on inflation just as UK job vacancies hit a decade low
🇨🇳 China leaves rates alone and sends the yuan to do the talking ahead of Trump-Xi
🌏 Brazil eyes a sixth rate cut even as its own economists raise their inflation forecast
🇪🇺 Germany's next inflation shock already has a calendar date