🌏 India's factories are humming, and the RBI is about to hike anyway
🇬🇧 The BoE's dovish wing turns hawkish just as UK growth slows
🇪🇺 Germany's own forecasters just broke the disinflation script for 2027
🇺🇸 Washington's interest bill just crossed $1tn, and the bond market is sending the receipt
📈 The Strategy: 2026-09-28
📑 The Watchlist: 2026-09-28
📰 Weekly Macro Roundup: 2026-09-26
🇨🇳 China rents certainty by the month as Beijing manages the calendar, not the cycle
🌏 One oil shock, four emerging-market central banks, four different ways of paying for credibility
🇬🇧 The Bank of England holds at 3.75%, but the Budget and the November vote now collide
