📈 The Strategy: 2026-06-18
📑 The Watchlist: 2026-06-18
📰 Daily Macro Roundup: 2026-06-17
🌏 South Africa's May CPI lands at the SARB's midpoint, making the case against its May hike harder to sustain
🇬🇧 UK inflation holds at 2.8% in May, and Pill goes into tomorrow's MPC vote without the data he needed
🇪🇺 Lagarde hikes into near-stagnation as Europe's energy shock spreads to services
🇺🇸 Warsh drops the easing bias as consumer spending runs hot and hike dots reappear
📈 The Strategy: 2026-06-17
📑 The Watchlist: 2026-06-17
♟️ Iran shot down a US Apache, Washington struck back within 24 hours, and the G7 couldn't hold the room on Ukraine