🇪🇺 Euro area growth beat forecasts. The ECB is tightening anyway.
🇺🇸 Retail sales sink 0.6% as CPI cools on cue, and the Fed's balance sheet grows anyway
📈 The Strategy: 2026-08-14
📑 The Watchlist: 2026-08-14
📚 The CPI number everyone quotes isn't the one the Fed is targeting
📰 Daily Macro Roundup: 2026-08-13
🇨🇳 China's reflation looks like a supply trick, not a demand fix
🌏 India's trade gap widens because of gold, not weak exports
🇬🇧 UK GDP beat forecast, but the strength is sitting in the wrong place
🇪🇺 Euro area factories stopped shrinking, but the ECB isn't celebrating