🇪🇺 Eurozone slips into a trade deficit as industrial output stalls and Italian inflation undershoots
🇺🇸 Cook's hawkish vote shows Trump's Fed chair pick can't cut rates alone
📈 The Strategy: 2026-07-16
📑 The Watchlist: 2026-07-16
🏭 Chipmaking's five-decade price deflation is ending just as AI needs it most
📰 Daily Macro Roundup: 2026-07-15
🇨🇳 China's credit engine is stalling, and Q2 growth just broke through the floor
🌏 Korea hikes rates while Brazil counts the cost of its own tightening cycle
🇬🇧 Bailey pitches growth at Mansion House while Treasury's own numbers price in a hike
🇪🇺 Factories are shrinking and Spanish prices won't budge, making the ECB's July 23 hold harder to wave through as routine
