Latest News
‘Betrayal’: US ranchers lash out at Trump’s plan to cut tax on beef imports
President claims unnamed foreign suppliers will provide 25% discount in run-up to midterm elections
Bessent dissent
Moves by the Treasury secretary are being interpreted as an effort to control rising yields
US-Canada trade deal goes down to the wire
Officials talk up prospect of agreement after Trump paused $20bn of new levies on North American trading partner
The bond scare and the balance of power
After the dreamworld of the 2010s, the link between power and fiscal capacity is back
FirstFT: Scott Bessent’s bond buybacks lift gold and bitcoin
Also in this newsletter: El Niño forces Panama Canal to cut traffic and Samsung outlines plans to return $80bn to shareholders
Food inflation adds pressure for Bank of Japan to act
Inflation measures all moved closer to central bank’s target in July
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
