🌏 RBI ends its easing cycle as Brazil's election shock fuels a record rally
🇬🇧 Mann's embedded-inflation warning lands as UK growth loses steam
🇪🇺 Germany's industrial beat is a construction mirage, not a factory comeback
🇺🇸 The Fed hiked in September, and the data has already moved against it
📈 The Strategy: 2026-10-07
📑 The Watchlist: 2026-10-07
♟️ Riyadh's allies take back Bab el-Mandeb, and the Gulf stops waiting on Washington
📰 Daily Macro Roundup: 2026-10-06
🇨🇳 Hong Kong's labor market hasn't looked this bad since the pandemic
🌏 Turkey cools, India tightens and the Philippines overheats in the same week