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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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🇪🇺 Eurozone inflation cools to 2.8%, but Lagarde's Sintra playbook still points to a July hike

3 min read
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🇺🇸 Warsh's Sintra debut sounds like Powell, not the chair Trump was promised

3 min read
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📰 Daily Macro Roundup: 2026-06-30

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🇨🇳 China's June PMI beat, but the labor market isn't buying it

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🌏 Korea's May industrial output drops 3.0%, piercing the semiconductor mirage

3 min read
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🇬🇧 UK grows at its fastest quarterly pace since 2024, leaving the BoE with no easy case for cuts

3 min read
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🇪🇺 France slips below ECB target while Italy holds at 3%, reopening the eurozone's hardest policy divide

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🇺🇸 Core PCE hits a 3-year high the day after the Fed's biggest legal win

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📰 Daily Macro Roundup: 2026-06-29

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🌏 India beats on industrial output, Brazil's wholesale prices turn negative, and the EM divide keeps widening

4 min read
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