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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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[EM] India's Rate Cuts Hit a Deposit Wall as Credit Growth Slips to 15.0%

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[UK] Housing, Manufacturing, and Credit All Beat as BoE Gets Boxed In from Both Sides

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[EU] Eurozone Stalls at 0.1% as ECB Hawk Müller Calls for Rate Hikes

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[US] Tariff Pass-Through Confirmed: Core PCE Goods Hit 2.8% as Q1 Deflator Surges to 4.3% Annualized

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