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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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📰 Daily Macro Roundup: 2026-06-05

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🇨🇳 China's split-survey PMI exposes a domestic demand failure the PBOC is trying to work around

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🌏 India grew 7.7% in FY26, but the RBI's own forecasts tell a harder FY27 story

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🇬🇧 UK corporate price expectations hit a 15-month high, and July's Ofgem cap reset hasn't landed yet

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🇪🇺 Eurozone inflation is back at 3.2% and services stagflation is the part the ECB cannot simply hike away

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🇺🇸 May payrolls beat, but the revisions erased the soft-landing story

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📰 Daily Macro Roundup: 2026-06-04

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🇨🇳 Caixin services jump to 54.4 as manufacturing returns to stall speed

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🌏 India's 59.8 services PMI gives the RBI political cover for a hawkish tilt tomorrow

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🇬🇧 UK construction closes in on GFC-length contraction as rate markets flip from cuts to hikes

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