🇨🇳 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
📰 Daily Macro Roundup: 2026-09-01
🇨🇳 China's official PMI can't clear 50, but its exporters already have
🌏 Korea's chip exports hit a record, but the rest of EM tells two different stories
🇺🇸 Fed hawks push September hike odds to 60% as payrolls shrink
🇬🇧 UK mortgage approvals sink to a two-year low as oil and gilts squeeze from both sides
