📑 The Watchlist: 2026-10-02
📚 How core PCE is built, and why the Fed's 2% target doesn't feel like 2% to households
📰 Daily Macro Roundup: 2026-10-01
🇨🇳 China's PMIs just cleared 50. The real policy shift is the mortgage subsidy
🌏 Colombia hikes into stagflation while Korea's chip boom hides a factory slump
🇬🇧 Bailey warns on an AI bubble as Mann pushes the Bank of England toward a November hike
🇪🇺 Europe's factory floor is roaring back, right as France's bonds flash 2012
🇺🇸 Fed's October bet turns on a speech, not Wednesday's cooler PCE
📈 The Strategy: 2026-10-01
📑 The Watchlist: 2026-10-01