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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
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🇺🇸 Housing starts miss big, but Warsh's import price problem is harder to ignore

3 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-06-15

4 min read
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🇨🇳 China's factory output climbs while the consumer stalls, and the gap is no longer cyclical

3 min read
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🌏 India's WPI beats at 9.68%, but the benchmark series only launched today

3 min read
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🇬🇧 The UK rate hold is almost certain, but the June 18 vote count is wide open

3 min read
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🇪🇺 Germany's wholesale price dip was a mineral oil tax cut, not disinflation

4 min read
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🇺🇸 Empire State slumps to 5.7 as stagflationary data hands Warsh the perfect case for silence

2 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-06-12

4 min read
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🇨🇳 China's PPI surge is the wrong kind of reflation for a demand-starved economy

3 min read
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🌏 Bank Indonesia fires an off-cycle hike as the rupiah hits a record low

3 min read
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