Latest News
FirstFT: Big Oil vs Trump
Also in today’s newsletter: Platner ends Senate campaign and why private assets could work for retail investors
China’s factory gate prices surge over Iran war turmoil
Producer price index rises for fourth straight month as Strait of Hormuz closure roils supply chains
The Iran global inflation crisis that stubbornly refuses to happen
Neither the war in the Gulf nor the Covid-Ukraine price spike has taken us back to the stagflationary 1970s
Chinese companies use rare earths ban to squeeze out foreign rivals
Manufacturers seize ‘historic’ opportunity to move up value chain after Beijing cuts exports of key materials to Japan
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
