🇬🇧 Mann calls UK inflation embedded, but there's no wage spiral behind it
🇪🇺 Europe's PMI headline is hot, but the capital-intensive economy underneath it is already in recession
🇺🇸 Tariffs promised a smaller deficit and calmer prices. This week's data broke both.
📈 The Strategy: 2026-10-06
📑 The Watchlist: 2026-10-06
📰 Daily Macro Roundup: 2026-10-05
🇨🇳 China's Golden Week travel set a record, but nobody spent like it
🌏 Brazil's rally outruns its own inflation data as Bolsonaro forces a runoff
🇬🇧 UK mortgage pricing is already doing the Bank of England's tightening for it
🇪🇺 Eurozone growth hit a three-year high, but Frankfurt is already arguing about what to do with it
