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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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Featured Post The day in view

📰 Daily Macro Roundup: 2026-07-01

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🇨🇳 China's factory PMI notches its longest expansion streak in two years, but the jobs line still won't move

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🌏 Korea just posted its first-ever $100bn export month, and one product did nearly all the work

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🇬🇧 A 7-2 BoE vote exposes cracks in the rate-cut consensus

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🇪🇺 Eurozone inflation cools to 2.8%, but Lagarde's Sintra playbook still points to a July hike

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🇺🇸 Warsh's Sintra debut sounds like Powell, not the chair Trump was promised

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Featured Post The day in view

📰 Daily Macro Roundup: 2026-06-30

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🇨🇳 China's June PMI beat, but the labor market isn't buying it

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🌏 Korea's May industrial output drops 3.0%, piercing the semiconductor mirage

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🇬🇧 UK grows at its fastest quarterly pace since 2024, leaving the BoE with no easy case for cuts

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