📰 Daily Macro Roundup: 2026-09-29
🇨🇳 August industrial profit growth halves, and Beijing eases through a side door
🌏 Brazil's IGP-M swings back to inflation just weeks after the BCB's cut
🇬🇧 UK mortgages cool, but consumer credit is running at its hottest pace since the pre-crisis boom
🇪🇺 Spain's CPI jump strains Lagarde's 'not yet embedded' inflation case
🇺🇸 Lisa Cook flips the AI-inflation script as home prices refuse to cool
📈 The Strategy: 2026-09-29
📑 The Watchlist: 2026-09-29
📰 Daily Macro Roundup: 2026-09-28
🇨🇳 China's tech profits surged 110%, and Shanghai sold the sector anyway