Latest News
FirstFT: Bessent fails to break bond market ‘fever’
Also in today’s newsletter: Hormuz talks and Russian assets
How China is extending its legal reach abroad
Growing judicial web threatens multinationals and individuals, even for actions taken outside China
ECB prepares for ‘longer-lasting’ inflation as it lifts interest rates to 2.5%
Central bank president Christine Lagarde warns price shock driven by Middle East conflict will persist well into 2027
America is losing its captive creditors
The US is paying a higher cost to induce more price-sensitive investors to buy Treasuries
European Central Bank raises interest rates with hawkish guidance
Widely expected move comes with slightly stronger growth and inflation forecasts despite a higher market-implied rate path
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
