📈 The Strategy: 2026-07-10
📑 The Watchlist: 2026-07-10
🇺🇸📚 What May's US trade deficit whipsaw teaches about reading the data
📰 Daily Macro Roundup: 2026-07-09
🇨🇳 China's factory-gate inflation looks like recovery. It's actually a war tax
🌏 Brazil's trade surplus hides an $18bn capital exodus
🇬🇧 The Bank of England's first hawkish dissent in this cutting cycle is a stagflation warning
🇪🇺 ECB minutes reveal a hiking cycle it didn't want, and traders are now pricing three moves this year
🇺🇸 US labor market stability is now an argument against rate cuts, not for them
📈 The Strategy: 2026-07-09