🌏 Brazil cuts rates into its own inflation warning, right as the Fed hikes
🇬🇧 UK inflation jumps to 3.1%, but it's an oil problem, not a Bailey problem
🇪🇺 ECB's inflation forecast is colliding with this week's data
🇺🇸 Retail sales surged as Empire State collapsed, and the Fed hikes today anyway
📈 The Strategy: 2026-09-16
📑 The Watchlist: 2026-09-16
♟️ Houthis capture the Bab al-Mandab, and Saudi Arabia's oil bypass goes dark
📰 Daily Macro Roundup: 2026-09-15
🇨🇳 China's industrial boom is leaving workers behind
🌏 Copom cuts as the Fed hikes, and emerging markets stop moving as one