Latest News
Swiss economy grows at fastest rate since 2021
Chemicals and pharma sectors help GDP expand 1.5% in the second quarter
FirstFT: Iran war pushes up mortgage costs for borrowers
Also in today’s newsletter: Anthropic and ChatGPT launch cheap models, and Venezuela requests return of 31 tonnes of gold
Karthik Sankaran on the case for yen intervention
‘I’ve been calling for an intervention at least since dollar-yen was at 150’
Mortgage costs pushed higher by US stand-off with Iran
Interest rates on home loans have jumped in America and several big European economies in recent weeks
Pakistan and the new great game of Risk
Islamabad has bold ambitions to play a more proactive role in the world
The Treasury market’s toxic codependency
The US government bond market has become a hedge fund playground
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
