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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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🇪🇺 Germany's industrial beat is a construction mirage, not a factory comeback

4 min read
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🇺🇸 The Fed hiked in September, and the data has already moved against it

3 min read
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📰 Daily Macro Roundup: 2026-10-06

3 min read
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🇨🇳 Hong Kong's labor market hasn't looked this bad since the pandemic

4 min read
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🌏 Turkey cools, India tightens and the Philippines overheats in the same week

4 min read
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🇬🇧 Mann calls UK inflation embedded, but there's no wage spiral behind it

3 min read
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🇪🇺 Europe's PMI headline is hot, but the capital-intensive economy underneath it is already in recession

4 min read
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🇺🇸 Tariffs promised a smaller deficit and calmer prices. This week's data broke both.

4 min read
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📰 Daily Macro Roundup: 2026-10-05

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🇨🇳 China's Golden Week travel set a record, but nobody spent like it

4 min read
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