♟️ Hormuz tanker strikes expose the deniability gap in Iran's leaderless ceasefire
📰 Daily Macro Roundup: 2026-07-07
🇨🇳 China's central bank has bought gold for 20 straight months, and that's the whole story this week
🌏 Brazil's wholesale prices swing negative as EM central banks split into cutters and defenders
🇬🇧 Bank of England warns on equity risk as UK construction hits a record low
🇪🇺 Eurozone sentiment jumps to −3.1 while producer prices keep climbing toward 6%
🇺🇸 Waller admits the Fed's favorite policy tool is unreliable, right before CPI decides which way the outlook breaks
📈 The Strategy: 2026-07-07
📑 The Watchlist: 2026-07-07
📰 Daily Macro Roundup: 2026-07-06
