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Fed officials warn progress towards inflation goal will be ‘uneven’
Minutes from January meeting show US policymakers saw risk that price growth will remain above 2%
Trump adviser says NY Fed economists should be ‘disciplined’ for study on tariffs
Kevin Hassett calls report showing US consumers and businesses are facing burden of levies ‘an embarrassment’
Who pays for the US tariffs? The answer may not surprise you
But it has shocked Kevin Hassett to his very core
UK inflation falls sharply to 3% in January
Data increases odds of a BoE rate reduction as soon as next month
Spain first to enter race for Lagarde succession at ECB
Spanish government seeks ‘influential and meaningful position’ at helm of Eurozone central bank
FirstFT: Lagarde to step down early as ECB head
Also in today’s newsletter: JPMorgan plans expansion of branch network and Peru’s Congress removes the country’s interim president
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
