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Warsh puts Fed on collision course with Trump ahead of midterms
US central bank chair’s Jackson Hole hint that rates may rise runs counter to the reduction in borrowing costs the US president desires
Risk of a new age of financial repression is rising
The idea of pushing US government bonds down the throats of investors is being taken increasingly seriously
The end of cheap food has costs far beyond the grocery store
Research estimates that climate-related shocks could add between 0.9 and 3.2 percentage points to the annual rate of food inflation around the globe by 2035
Zero-sum thinking will fuel resentment and scarcity
The assumption that one group must lose for another to gain has become worryingly widespread
Warsh the line
The Fed chair delivered much of what the market was looking for in his Jackson Hole speech
US manufacturing is booming — but it’s no thanks to Trump’s tariffs
This is not the nostalgic, protectionism-fuelled return that the president promised
Whitepapers / Articles
A View from the Bridge - April 2026
“Never forget where you’re coming from” is the chorus line to a Take That hit from 1995 and much of yesterday’s policy decision and press conference was metaphorically sung in that vein.
PegasusCapital - 01/05/2026
