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The day in view

Every day, something moves markets. Usually the Fed; sometimes a GDP print; occasionally something no one saw coming except apparently everyone did. The macro headlines that actually matter, with the context to make sense of them.

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The day in view
Featured Post The day in view

📰 Daily Macro Roundup: 2026-05-29

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🇨🇳 PBOC's May easing has reached the offshore channel, but the order book hasn't followed

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🌏 SARB's 4-2 hike leaves the harder question to May CPI

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🇬🇧 Bailey anchors a hold before June's services CPI test

4 min read
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🇪🇺 France contracted in Q1, German energy import costs jumped 31.0%, and money markets still have the ECB hiking on June 11

3 min read
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🇺🇸 Core PCE missed on the month, rose on the year, and the yield bid has a 60-day sponsor

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Featured Post The day in view

📰 Daily Macro Roundup: 2026-05-28

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🇨🇳 Hong Kong exports up 43%: China is deep in the AI hardware boom and keeping its researchers at home

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🌏 SARB holds at 6.75% for a third straight meeting as April CPI spikes 90bps. The Iran war is closing EM central banks' easing room.

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Paid Post The day in view

🇬🇧 UK CPI at 2.8% is the easy part. The DMO still has £252bn to sell into a 4.85% gilt market.

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