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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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🇪🇺 Spain's CPI jump strains Lagarde's 'not yet embedded' inflation case

3 min read
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🇺🇸 Lisa Cook flips the AI-inflation script as home prices refuse to cool

4 min read
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📰 Daily Macro Roundup: 2026-09-28

3 min read
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🇨🇳 China's tech profits surged 110%, and Shanghai sold the sector anyway

4 min read
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🌏 India's factories are humming, and the RBI is about to hike anyway

4 min read
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🇬🇧 The BoE's dovish wing turns hawkish just as UK growth slows

4 min read
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🇪🇺 Germany's own forecasters just broke the disinflation script for 2027

4 min read
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🇺🇸 Washington's interest bill just crossed $1tn, and the bond market is sending the receipt

4 min read
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📰 Daily Macro Roundup: 2026-09-22

3 min read
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🇨🇳 China's yuan strength is subsidized, not earned, ahead of the Xi-Trump summit

4 min read
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