📰 Daily Macro Roundup: 2026-06-08
🌏 Taiwan and South Korea own half of MSCI EM and nearly all of its Hormuz risk
🇬🇧 May retail bounce hands the BoE cover to hold as UK vacancies fall to 2014 lows
🇪🇺 German factory orders miss hard while investor expectations post their sharpest monthly jump
🇺🇸 Consumers called the Iran shock transitory. Wednesday's CPI is the verdict.
📈 The Strategy: 2026-06-08
📑 The Watchlist: 2026-06-08
📰 Weekly Macro Roundup: 2026-06-06
🇨🇳 China's PMI divergence looks manageable; what's happening to producer margins does not
🌏 Indonesia doubled the expected rate hike, and the rupiah broke to a record 18,000 anyway