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No easy end to easy money
Kevin Warsh won’t be able to fix the Fed without a responsible Congress and president
The downside of staving off recessions
Long periods of expansion create fiscal, financial and productivity risks
Economists reject Kevin Warsh’s claim that AI boom will enable rate cuts
FT-Booth Survey shows scepticism of productivity gains forecast by Trump’s pick as next Fed chair
India embraces free(er) trade
Narendra Modi’s government pushes historic opening of traditionally insular economy
Buy European and the French paradox
French ideas are often in the ascendant in EU policy-making just as the country’s government grows weaker
US and India reach interim trade deal
Agreement follows détente between Donald Trump and Indian Prime Minister Narendra Modi
Whitepapers / Articles
A View from the Bridge - November 2025
We will never know if the Chancellor’s unprecedented pre-budget speech earlier this week was also an attempt to coax the BOE into an earlier rate cut, but Governor Andrew Bailey didn’t take the bait and was the casting vote to hold rates at 4% rather than lower them to 3.75%.
PegasusCapital - 13/11/2025
