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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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🇪🇺 The ECB hits neutral just as inflation jumps to 3.0% and Spain's consumers pull back

4 min read
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🇺🇸 April PCE: the headline says 3.8%, the Fed's actual signal says something much quieter

3 min read
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📰 Daily Macro Roundup: 2026-05-27

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🇺🇸 April core PCE is set to re-accelerate to 3.3%, and there's no clean Fed response

3 min read
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🇺🇸 US home prices post their softest annual gain since 2023, with Zoom towns slipping into outright nominal decline

3 min read
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🌏 The EM recovery rested on three pillars. All three are cracking.

4 min read
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🇨🇳 China just classified AI researchers at DeepSeek and Alibaba alongside its nuclear scientists

2 min read
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🇬🇧 Iran's shipping disruptions are landing in UK shop prices, and the BoE's room to cut in June is shrinking

3 min read
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🇪🇺 The ECB is probably hiking in June. Its own financial stability team just warned the market isn't priced for the shock.

3 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-05-27

3 min read
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