🌏 India's central bank builds a war chest as its factories stall
🇬🇧 UK retail sales slump even as services PMI hits a six-month high
🇪🇺 Eurozone inflation hits 2.9%, and the ECB's rate-cut story is running out of road
🇺🇸 Three Fed hawks just made hiking talk plausible again
📈 The Strategy: 2026-08-21
📑 The Watchlist: 2026-08-21
📚 What housing starts actually measures, and why single-family and multifamily tell different stories
📰 Daily Macro Roundup: 2026-08-20
🇨🇳 China holds rates steady even as new loans unexpectedly contract by ¥340bn
🌏 India's core sector is cooling, and that's exactly why some EM central banks can sit still