🇬🇧 UK growth is confirmed at 0.6%, but two Bank of England policymakers want a hike
🇪🇺 Eurozone unemployment ties its record low, and Lagarde now has the hawkish case she wanted
🏭 Meta's plan to resell its own AI compute is the semiconductor rally's first warning sign
📰 Daily Macro Roundup: 2026-07-01
🇨🇳 China's factory PMI notches its longest expansion streak in two years, but the jobs line still won't move
🌏 Korea just posted its first-ever $100bn export month, and one product did nearly all the work
🇬🇧 A 7-2 BoE vote exposes cracks in the rate-cut consensus
🇪🇺 Eurozone inflation cools to 2.8%, but Lagarde's Sintra playbook still points to a July hike
🇺🇸 Warsh's Sintra debut sounds like Powell, not the chair Trump was promised
📈 The Strategy: 2026-07-01
