📑 The Watchlist: 2026-07-01
♟️ Markets are pricing an Iran peace dividend that Israel hasn't endorsed
📰 Daily Macro Roundup: 2026-06-30
🇨🇳 China's June PMI beat, but the labor market isn't buying it
🌏 Korea's May industrial output drops 3.0%, piercing the semiconductor mirage
🇬🇧 UK grows at its fastest quarterly pace since 2024, leaving the BoE with no easy case for cuts
🇪🇺 France slips below ECB target while Italy holds at 3%, reopening the eurozone's hardest policy divide
🇺🇸 Core PCE hits a 3-year high the day after the Fed's biggest legal win
📈 The Strategy: 2026-06-30
📑 The Watchlist: 2026-06-30