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Bank of England holds rates steady at 3.75% in knife-edge vote
Central bank awaits stronger evidence that inflation is on track to fall to 2% target
ECB holds rates and confirms inflation on track
Central bank kept its statements bland, giving no indication of any change in rates
FirstFT: Tech stocks hit by AI concerns
Also in today’s newsletter: More questions about Goldman’s Ruemmler and her links to Epstein and the return of Dr Zhivago-style hats
Bringing euros to a weaponised currency fight
In monetary matters, the EU must live up to the current geopolitical moment
Maersk fears first loss in a decade after rise in container shipping capacity
Arrival of new vessels ordered during boom times and the reopening of Red Sea route hits freight rates
Whitepapers / Articles
A View from the Bridge - November 2025
We will never know if the Chancellor’s unprecedented pre-budget speech earlier this week was also an attempt to coax the BOE into an earlier rate cut, but Governor Andrew Bailey didn’t take the bait and was the casting vote to hold rates at 4% rather than lower them to 3.75%.
PegasusCapital - 13/11/2025
