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Pro tier The Strategy

📈 The Strategy: 2026-06-17

3 min read
Pro tier The Watchlist

📑 The Watchlist: 2026-06-17

2 min read
Paid Post The Week in Geopolitics

♟️ Iran shot down a US Apache, Washington struck back within 24 hours, and the G7 couldn't hold the room on Ukraine

3 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-06-16

3 min read
Paid Post The day in view

🇨🇳 China's first retail contraction since the pandemic exposes a widening production-consumption split

3 min read
Paid Post The day in view

🌏 Bank Indonesia just proved the Iran war is an emerging-market monetary policy shock

3 min read
Paid Post The day in view

🇬🇧 Reeves gets a clean gilt auction. The defence spending arithmetic is another matter.

2 min read
Paid Post The day in view

🇪🇺 The ECB hiked on an energy shock, but wages may not let it stop there

2 min read
Paid Post The day in view

🇺🇸 Housing starts miss big, but Warsh's import price problem is harder to ignore

3 min read
Pro tier The Strategy

📈 The Strategy: 2026-06-16

3 min read
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