📰 Daily Macro Roundup: 2026-09-08
🇨🇳 China's chip exports are surging on price, not volume, and factory-gate deflation is finally breaking
🌏 An oil shock, not the chip trade, breaks South Africa's growth streak and splits EM policy
🇬🇧 Bailey denies a secret plan to hike as London's house prices roll over
🇪🇺 The ECB is about to hike into a sentiment rally, not a hard-data recovery
🇺🇸 Consumers keep borrowing for a slowdown they say they see coming
📈 The Strategy: 2026-09-08
📑 The Watchlist: 2026-09-08
📰 Weekly Macro Roundup: 2026-09-05
🇨🇳 For the first time in years, China's currency problem is strength, not weakness