🇺🇸 Producer prices cool fast, but consumers aren't feeling it yet
📈 The Strategy: 2026-08-13
📑 The Watchlist: 2026-08-13
🏭 AI infrastructure financing is slipping from vendor balance sheets to private credit
📰 Daily Macro Roundup: 2026-08-12
🇨🇳 China's producer deflation streak outlasts the 2015-16 commodity bust
🌏 EM central banks are pulling apart, not just from the Fed
🇬🇧 Three BoE policymakers voted to hike, not cut, in July
🇪🇺 German inflation jumps to 2.8% and boxes in the ECB's rate pause
🇺🇸 Core CPI cools to 2.5%, but goods prices just came back to life