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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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Featured Post The day in view

📰 Daily Macro Roundup: 2026-07-14

4 min read
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🇨🇳 China's exports just had their best month since 2021, and most of it is tariff arbitrage

3 min read
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🌏 India's inflation gap is widening, Korea's exports just hit a record, and South Africa's gold output is falling despite record bullion prices

5 min read
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🇬🇧 The BoE's 7-2 split, not Bailey's Mansion House speech, is the real story today

3 min read
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🇪🇺 Eurozone contracts in Q1, but the ECB just started hiking anyway

3 min read
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🇺🇸 Warsh's first Humphrey-Hawkins testimony walks straight into the softest core CPI print in years

3 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-07-13

3 min read
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🇨🇳 China's AI export boom masks a consumer economy that's still shrinking

3 min read
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🌏 India's inflation breaks back above target just as Hormuz sends oil higher

3 min read
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🇬🇧 The BoE's own chief economist is now its loudest hawk

3 min read
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