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US inflation fell more than expected to 3.5% in June as petrol prices tumbled
Traders rein in bets on Fed rate rises as easing energy costs help tame price surges spurred by Middle East war
Trump says US to abandon proposed Strait of Hormuz cargo fee
President says he will ‘replace’ plan with investment from Gulf states into the US
Kevin Warsh vows Federal Reserve will be ‘resolute’ in inflation fight
Central bank chief says he will not declare ‘mission accomplished’ after report showing lower price growth
Benign CPI inflation takes Fed’s July rate rise off the table
Headline and core inflation were below expectations in June and unlikely to persuade rate-setters to tighten policy
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The Fed and BoE have a trust deficit
Loss of faith in central banks could be driving up long-run inflation expectations
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





