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China’s economy shows signs of weakness in July
Industrial output growth slows and retail sales nearly flat as flagging sentiment weighs on spending
FirstFT: Dimon warns UK against higher bank taxes
Also in today’s newsletter: private credit doldrums and AI super-rich
War and climate change drive surge in global shipping costs
Rates on routes including Panama Canal, Rhine, Red Sea and Black Sea jump, while Hormuz closure also hits seaborne trade
The next China shock will come from open-source AI
Countries adopting Chinese models will also absorb Chinese standards and governance
China’s energy strategy vindicated by Iran war
Playbook is likely to be adopted by other countries, shaping markets
Canadian business braced for 50% US tariffs
US-Canada trade talks go down to the wire, plus Japanese growth figures and a UK inflation update
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
