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Featured Post The day in view

📰 Daily Macro Roundup: 2026-06-26

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Paid Post The day in view

🇨🇳 China's record trade windfall cannot fix what the balance sheet is breaking

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Paid Post The day in view

🌏 Brazil's external accounts are self-financing while Singapore's semiconductor output rolls over

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Paid Post The day in view

🇪🇺 Italy's BTP spread is near post-Lehman lows even as the ECB hikes. The conventional playbook doesn't hold.

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Paid Post The day in view

🇬🇧 UK retail hits an 18-month low, and the BoE's hawks still want to hike

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Paid Post The day in view

🇺🇸 US manufacturing hits a four-year high while shedding jobs at the fastest pace since COVID

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Pro tier The Strategy

📈 The Strategy: 2026-06-26

3 min read
Pro tier The Watchlist

📑 The Watchlist: 2026-06-26

2 min read
Macro Indicators in Focus

📚 What durable goods orders measure, and why the headline number almost always misleads

3 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-06-25

3 min read
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