🇺🇸 April PCE: the headline says 3.8%, the Fed's actual signal says something much quieter
📈 The Strategy: 2026-05-28
📑 The Watchlist: 2026-05-28
📰 Daily Macro Roundup: 2026-05-27
🇺🇸 April core PCE is set to re-accelerate to 3.3%, and there's no clean Fed response
🌐 Hong Kong has overtaken Switzerland as the world's top offshore wealth hub. The $10 billion gap is the least interesting part.
🏭 Industry in Focus, 27-05-2026: Two memory makers crossed $1 trillion in a week. HBM is the real ceiling on AI infrastructure.
🇺🇸 US home prices post their softest annual gain since 2023, with Zoom towns slipping into outright nominal decline
🌏 The EM recovery rested on three pillars. All three are cracking.
🇨🇳 China just classified AI researchers at DeepSeek and Alibaba alongside its nuclear scientists
