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Fed will need to be ‘aggressive’ on inflation, says top official
Austan Goolsbee voices concern that price growth is being fuelled by ‘overheating demand’ on top of Iran supply shock
Battered government bonds rebound as oil falls below $100
Brent crude sinks amid speculation Donald Trump could meet Iranian president this week, lifting French and Italian debt
Trump and Xi are the wrong men at the wrong time
The world needs far-sighted leadership but the US and Chinese leaders are unlikely to provide it
Trump’s crusade against tariff cheats may tangle up trade in red tape
Yet another US customs initiative will strain an overburdened bureaucracy
FirstFT: Bank exposure to trading firms scrutinised
Also in today’s newsletter: oil prices fall and the US and China set up AI dialogue
Rising bond yields should prompt central banks to tighten further
Worsening inflation outlook is a test of policymakers’ credibility
Whitepapers / Articles
A View from the Bridge - September 2026
The Bank of England sat on the sidelines Thursday at the September rate hiking party after the ECB (2.5%) the Fed (3.875%) and the Bank of Japan all raised rates by 25bp.
PegasusCapital - 18/09/2026
