🇨🇳 China's data calendar goes quiet before a four-day reckoning starting July 7
🌏 Brazil's Focus survey hasn't moved in 57 weeks, even as the market prices 250 basis points of cuts
🇬🇧 UK construction PMI stays pinned near pandemic lows as BoE's Mann keeps eyeing wages, not cranes
🇪🇺 Eurozone sentiment jumps as construction stays stuck in a five-quarter recession
🇺🇸 Services PMIs cool but Waller's speech is the week's real signal
📈 The Strategy: 2026-07-06
📑 The Watchlist: 2026-07-06
📚 Why a payrolls print of 57,000 isn't the warning sign it would have been in 2019
📰 Daily Macro Roundup: 2026-07-02
🌏 Brazil's inflation payoff arrives as India's PMI cools from a sugar high
