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Paid Post The day in view

🇺🇸 September's jobs report was ugly, and a tariff cost spike is pulling the Fed the other way

4 min read
Pro tier The Strategy

📈 The Strategy: 2026-10-05

3 min read
Pro tier The Watchlist

📑 The Watchlist: 2026-10-05

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Featured Post The week in view

📰 Weekly Macro Roundup: 2026-10-03

3 min read
Paid Post The week in view

🇨🇳 China's factories clear 50 again, but Beijing still won't pull the property lever

4 min read
Paid Post The week in view

🌏 Korea's record chip exports and South Africa's rate hike are two sides of the same trade

3 min read
Paid Post The week in view

🇬🇧 UK's energy shock is hitting both sides of the Bank's mandate at once

3 min read
Paid Post The week in view

🇪🇺 Eurozone inflation jumps to 3.8%, and Italy is pulling away from the rest

3 min read
Paid Post The week in view

🇺🇸 A 29,000-job September is the wrong story; the real one is GDP at 2.2%

3 min read
Pro tier The Strategy

📈 The Strategy: 2026-10-02

3 min read
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