🇨🇳 Caixin services jump to 54.4 as manufacturing returns to stall speed
🌏 India's 59.8 services PMI gives the RBI political cover for a hawkish tilt tomorrow
🇬🇧 UK construction closes in on GFC-length contraction as rate markets flip from cuts to hikes
🇪🇺 ECB hikes into an energy shock while Switzerland shows what the alternative looks like
🇺🇸 Collins calls the hold "close to neutral" as the Fed's real rate buffer approaches zero
📈 The Strategy: 2026-06-04
📑 The Watchlist: 2026-06-04
🏭 RTX Spark gives Nvidia a consumer PC chip and CUDA a foothold in every Windows laptop
📰 Daily Macro Roundup: 2026-06-03
🇨🇳 China's May manufacturing PMI flatlined at 50.0 as new orders fell back into contraction