🇬🇧 UK house prices post first fall of 2026 on a confidence shock that rate cuts cannot cure
🇺🇸 Warsh's first FOMC statement carries more signal than the 97%-priced hold
🇪🇺 Eurozone services hit 3.5% while the front end prices June as terminal
📈 The Strategy: 2026-06-02
📑 The Watchlist: 2026-06-02
📰 Daily Macro Roundup: 2026-06-01
🇪🇺 ECB's June hike is priced; the May PMIs just complicated the second one
🇬🇧 UK's April CPI miss is an Ofgem artefact; the Q3 spike is already on the calendar
🇺🇸 ISM prices paid hit a four-year high as markets price June's hold but not its signal
📈 The Strategy: 2026-06-01