Latest News
Iran attacks show perils of US haven status
In moments of extreme uncertainty investors usually rush to the safety of US government bonds, but not this time
Gas prices soar as Iranian attacks force shutdown of Qatari production
Saudi Arabia also closes an oil refinery after strike
Trump ponders Plans B to D after his favourite tariffs are taken away
The replacement duties for those ruled illegal by the Supreme Court may be less vulnerable to legal challenge
FirstFT: Widening war in the Middle East
Also in today’s newsletter: Hizbollah targets northern Israel and trade suspended in the Strait of Hormuz
Carney and Modi target Canada-India trade deal by year-end
Leaders agree to accelerate talks as both countries seek to hedge against unpredictable US
What does the Iran conflict mean for global central banks?
The answers unfortunately depend on how long the conflict lasts
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
