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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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🌏 Brazil's rally outruns its own inflation data as Bolsonaro forces a runoff

4 min read
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🇬🇧 UK mortgage pricing is already doing the Bank of England's tightening for it

3 min read
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🇪🇺 Eurozone growth hit a three-year high, but Frankfurt is already arguing about what to do with it

4 min read
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🇺🇸 September's jobs report was ugly, and a tariff cost spike is pulling the Fed the other way

4 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-10-01

3 min read
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🇨🇳 China's PMIs just cleared 50. The real policy shift is the mortgage subsidy

4 min read
Paid Post The day in view

🌏 Colombia hikes into stagflation while Korea's chip boom hides a factory slump

4 min read
Paid Post The day in view

🇬🇧 Bailey warns on an AI bubble as Mann pushes the Bank of England toward a November hike

4 min read
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🇪🇺 Europe's factory floor is roaring back, right as France's bonds flash 2012

5 min read
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🇺🇸 Fed's October bet turns on a speech, not Wednesday's cooler PCE

4 min read
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