🇨🇳 Beijing pumps ¥1.2tn into the system as an oil-driven inflation print looms
🌏 With oil above $100, the real-rate cushion is what separates emerging-market central banks
🇬🇧 Gilts are tightening for the Bank of England, and Bailey is aiming his message at the Treasury
🇪🇺 Berlin lifts its growth forecast to 1.3%, and Lane says the fiscal tailwind turns into a headwind
🇺🇸 Waller says Fed hikes need not come back to back, and claims under 200,000 give him cover
📈 The Strategy: 2026-10-08
📑 The Watchlist: 2026-10-08
🏭 Chip supply chains are now bankrolled like power plants, not laptops
📰 Daily Macro Roundup: 2026-10-07
🇨🇳 China's reserve miss is a dollar story. The gold buying streak is not.
