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Walmart shares tumble as sales growth slows to six-year low
Retailer to use almost $2.9bn in tariff refunds to deliver price cuts for squeezed American consumers
Investors cut bets on US and UK rate rises
Weaker economic data has changed expectations despite a rally in oil prices
FirstFT: Backlash over law firms’ ‘crazy’ early hiring
Also in this newsletter: tanker demand, and Zelenskyy fires top aide
Trump is losing his war of independence on rare earths
Inefficiency, untrustworthiness and cronyism are weakening the administration’s plans to stand up to China
Federal Reserve policymakers are becoming more hawkish
Since the July meeting, more FOMC voters have said they are worried about inflation
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
