📚 The Producer Price Index explained: how it tracks upstream costs and why the May 2026 print matters
📰 Daily Macro Roundup: 2026-06-11
🇨🇳 China's PPI at a near four-year high while the consumer economy goes the other way
🌏 Seven weeks after Hormuz, Thursday's CPI prints put EM easing cycles to the test
🇬🇧 UK housing has erased all of 2024's recovery as gilt yields anchor mortgage costs beyond the Bank Rate's reach
🇪🇺 ECB hikes back to 2.25% as staff projections put inflation above target through 2027
🇺🇸 Small businesses set prices at a 2023 hiking-cycle pace while cutting investment to a 2009 low
📈 The Strategy: 2026-06-11
📑 The Watchlist: 2026-06-11
🏭 Broadcom guided short, the SOX had its worst day since March 2020, and the miss may say more about the custom silicon cycle than about AI demand
