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EU dithers on US trade deal implementation amid Trump threats
Also in this newsletter: New rail ticket rules, and how to spend Europe’s defence boom
FirstFT: Tech rally fuels hedge funds’ biggest gains since 2020
Also in today’s newsletter: Norway-Russia fisheries pact and US-Iran deal hopes
Brazil moves to end six-day week as Lula seeks re-election
A hundred years after Ford gave workers a two-day weekend, Latin America’s largest country wants to follow suit
Why the shift from savings glut to grab is good for investors
Countries and companies will need to compete for funds to meet their spending plans
Warsh would be wise to listen to Fed dissenters
Continuous easing amid successive supply shocks is a risky policy move that ignores the pandemic’s lessons
‘Plastic shock’ hits Asia as Iran oil crisis strangles supplies
Shortage of petrochemical inputs drives up prices of packaging for food and medical products
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
