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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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🇪🇺 France slips below ECB target while Italy holds at 3%, reopening the eurozone's hardest policy divide

3 min read
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🇺🇸 Core PCE hits a 3-year high the day after the Fed's biggest legal win

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📰 Daily Macro Roundup: 2026-06-29

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🌏 India beats on industrial output, Brazil's wholesale prices turn negative, and the EM divide keeps widening

4 min read
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🇨🇳 Tonight's June PMI is the first clean read on whether China's factory momentum outlasts tariff front-loading

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🇬🇧 UK mortgage approvals fall to 56,205 in May as private credit cools, and the hawks' hike case weakens with it

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🇪🇺 Spain's HICP holds at 3.6% and eurozone M3 accelerates, putting a second ECB hike back in play

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🇺🇸 Warsh reaches for Greenspan's playbook, but the inflation math doesn't follow

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📰 Daily Macro Roundup: 2026-06-26

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🇨🇳 China's record trade windfall cannot fix what the balance sheet is breaking

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