Latest News
The Bank of England’s oil shock modelling has gone awry
Assumptions used by the bank in August 2025 make no sense when applied to its April 2026 data
US-China summit: postgame analysis
Little was ventured, little was gained — but the visuals were interesting
A peaceable Trump-Xi meeting may set up follies for the future
The system of managed trade towards which the US and China seem to be moving is unlikely to work well
FirstFT: Government borrowing costs jump on inflation fears
Also in today’s newsletter: China’s economy shows signs of slowing down and a breakthrough for Spain’s populist Vox party
EU races to find deal compromise as Trump tariff deadline looms
Also in this newsletter: European and Gulf leaders discuss Iran war fallout
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
