📈 The Strategy: 2026-08-12
📑 The Watchlist: 2026-08-12
♟️ The Mecca pact quietly extends a nuclear-adjacent shield over the Gulf
📰 Daily Macro Roundup: 2026-08-11
🇨🇳 China's reflation breaks through, then stalls after one quarter
🌏 South Africa's jobless rate hits a four-year high while Brazil's rate cuts stay on track
🇬🇧 UK calendar goes quiet, but the BoE's hawkish split doesn't
🇪🇺 Bund yields keep climbing as the market catches up to the ECB's hawkish pivot
🇺🇸 Three Fed presidents break for a hike as small business optimism hits an 11-month high
📈 The Strategy: 2026-08-11