🇪🇺 Eurozone stagflation is back, and the ECB is being asked to fix inflation that monetary policy didn't cause
🇺🇸 Four dissents, a 4.5% PCE print, and the Fed that Warsh inherits
🇨🇳 DeepSeek's first outside raise comes at a $50 billion valuation, and Beijing's sovereign AI fund wants in
🌏 Brazil's wholesale prices are running hot again, and India's banks have a funding problem
🇬🇧 The BoE held while inflation climbed. The lone dissenter is starting to look prescient.
🇪🇺 The ECB's credibility trap tightens as Lagarde, Schnabel, and de Guindos speak Friday
🇺🇸 April payrolls beat the street, but a record-low Michigan Sentiment reading is the number the Fed can't ignore
🇺🇸 Macro Indicators in Focus, 07-05-2026: New Home Sales
Daily Macro Roundup: 2026-05-07
🌍 Brazil's industrial output is booming. Its domestic manufacturers have been contracting for nearly a year.
