🇺🇸 Warsh's hawkish debut lands right as the energy tailwind behind June's soft prints is about to reverse
📈 The Strategy: 2026-07-15
📑 The Watchlist: 2026-07-15
♟️ Ukraine's tanker war in the Sea of Azov exposes Russia's economic soft underbelly
📰 Daily Macro Roundup: 2026-07-14
🇨🇳 China's exports just had their best month since 2021, and most of it is tariff arbitrage
🌏 India's inflation gap is widening, Korea's exports just hit a record, and South Africa's gold output is falling despite record bullion prices
🇬🇧 The BoE's 7-2 split, not Bailey's Mansion House speech, is the real story today
🇪🇺 Eurozone contracts in Q1, but the ECB just started hiking anyway
🇺🇸 Warsh's first Humphrey-Hawkins testimony walks straight into the softest core CPI print in years
