🌏 India's $136bn haul looks like insurance, not rescue
🇺🇸 Waller's disinflation bet meets a hot services prices print
🇬🇧 UK gilt yields hit 2008 levels as an oil shock guts Healey's Budget room
🇪🇺 France's borrowing costs jump as the ECB hikes into a cooling core
📰 Daily Macro Roundup: 2026-09-02
🇨🇳 Beijing trades a housing bubble for a housing bust it can control
🌏 Korea's record chip exports just handed the AI capex story its paper trail
🇬🇧 UK 30-year gilt yields blow past the mini-budget peak, no crisis required
🇺🇸 The Fed is debating a hike into a labor market that's already cracking
🇪🇺 Eurozone inflation jumps to 3.3%, keeping the ECB on track to hike into a cracked recovery
