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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 inflation just hit a series high, and the RBI is betting its reserves can absorb the oil shock

4 min read
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🇬🇧 UK's inflation compass goes dark days before its toughest rate call in years

4 min read
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🇪🇺 Bund yields hit 2009 levels as Lagarde warns the energy shock is here to stay

4 min read
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🇺🇸 The Fed's about to hike, and CPI isn't the real reason

4 min read
Featured Post The day in view

📰 Daily Macro Roundup: 2026-09-10

3 min read
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🇨🇳 China's inflation rebound is an energy story, not a credit one

3 min read
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🌏 South Africa's current account surplus didn't survive the oil shock that Turkey shrugged off

4 min read
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🇬🇧 Gilts price three hikes the Bank of England insists aren't coming

4 min read
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🇪🇺 The ECB just hiked into an oil shock, and Bund yields are back at 2011 levels

4 min read
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🇺🇸 PPI's hottest print since 2022 hides a core inflation miss

3 min read
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