🇪🇺 German factory orders miss hard while investor expectations post their sharpest monthly jump
🇺🇸 Consumers called the Iran shock transitory. Wednesday's CPI is the verdict.
📈 The Strategy: 2026-06-08
📑 The Watchlist: 2026-06-08
📰 Weekly Macro Roundup: 2026-06-06
🇨🇳 China's PMI divergence looks manageable; what's happening to producer margins does not
🌏 Indonesia doubled the expected rate hike, and the rupiah broke to a record 18,000 anyway
🇬🇧 BoE's Greene relitigates the transitory debate as services PMI tips into contraction
🇪🇺 ECB walks into June hike as services PMI contracts and energy inflation hits 10.9%
🇺🇸 May's 172K payrolls and 54.0 ISM demolished the tariff recession call