📈 The Strategy: 2026-08-24
📑 The Watchlist: 2026-08-24
📰 Weekly Macro Roundup: 2026-08-22
🇨🇳 China holds rates steady as property slump enters its fifth year, betting on exports to buy time
🇬🇧 UK inflation jumps to 2.9%, and a split Bank of England is already behind the curve
🌏 Emerging-market central banks stop moving in lockstep
🇪🇺 The eurozone's inflation problem is arriving at exactly the wrong moment
🇺🇸 Markets shrug off hawkish Fed minutes as housing cracks beneath sentiment surveys
📰 Daily Macro Roundup: 2026-08-21
🇨🇳 China holds rates for a 15th month while foreign capital keeps heading for the door