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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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🌏 India's PMI resilience masks a 45-month input cost spike the RBI is cutting into

3 min read
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🇬🇧 UK house prices post first fall of 2026 on a confidence shock that rate cuts cannot cure

3 min read
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🇺🇸 Warsh's first FOMC statement carries more signal than the 97%-priced hold

3 min read
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🇪🇺 Eurozone services hit 3.5% while the front end prices June as terminal

3 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-06-01

2 min read
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🇪🇺 ECB's June hike is priced; the May PMIs just complicated the second one

3 min read
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🇬🇧 UK's April CPI miss is an Ofgem artefact; the Q3 spike is already on the calendar

4 min read
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🇺🇸 ISM prices paid hit a four-year high as markets price June's hold but not its signal

3 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-05-29

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🇨🇳 PBOC's May easing has reached the offshore channel, but the order book hasn't followed

3 min read
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