Latest News
Ten-year Treasury yield hits 5% for first time since 2023
World’s most widely watched financial marker moves towards levels not seen in decades as inflation shock from Iran war lingers
Monetary Policy Radar preview: Fed September meeting
The FT’s guide on what to look out for on September 16
Monetary Policy Radar preview: BoJ’s September meeting
The FT’s guide on what to look out for on September 18
The Saudi relief valve is being closed
The Houthis’ Red Sea blockage is still largely an oil shock rather than a general threat to trade
FirstFT: Anthropic bullish on profitability
Also in today’s newsletter: Oil surges as Hormuz talks postponed and Warsh and Trump on collision course
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
