🇺🇸 The Fed's about to hike, and CPI isn't the real reason
📈 The Strategy: 2026-09-14
📑 The Watchlist: 2026-09-14
📰 Weekly Macro Roundup: 2026-09-12
🇨🇳 China stops treating deflation as a growth problem and starts treating it as an institutional one
🌏 Brazil cuts rates into an oil shock that would normally trigger hikes
🇬🇧 UK GDP rose 0.4% in July, but the growth run rests on one narrow tech-services cluster
🇪🇺 ECB hikes to 2.50%, but its own forecasts say the shock isn't temporary
🇺🇸 Fed hike odds hit 90% on a hotter core CPI, for a shock rate policy can't fix
📈 The Strategy: 2026-09-11