🇺🇸 Three months at 3.4%: core PCE won't budge, and the economy won't help
📈 The Strategy: 2026-06-25
📑 The Watchlist: 2026-06-25
🏭 Broadcom's record AI quarter wasn't enough for a market pricing in perpetual acceleration
📰 Daily Macro Roundup: 2026-06-24
🇨🇳 China's rate freeze extends to 13 months, but the export surplus propping up the yuan looks increasingly fragile into H2
🌏 Brazil's confidence split exposes the shallow-cut trap squeezing EM central banks
🇪🇺 ECB's first hike since 2023 lands in an economy the June data says is barely growing
🇬🇧 Manufacturing flatters the UK PMI, but services are sinking at the fastest pace in three years
🇺🇸 Warsh drops his dot and the guidance, leaving nine hawkish colleagues to speak for the Fed
