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Argentines snap up Lego and Apple computers as Milei opens economy
Amazon, Shein and Temu gain a foothold after libertarian president cuts import tariffs
Shipping giants have learned the right lessons from past storms
Companies should be able to navigate expected losses after shoring up balance sheets while times were good
How CEOs are grappling with the geopolitics of trade
Companies are trying to protect themselves against unknown unknowns
FirstFT: Stocks rally in Japan as Takaichi wins landslide
Also in today’s newsletter: regulators probe private equity’s auditor investments and European banks find their mojo
Pick-up in Japan wage growth paves way for near-term rate increase
Even dovish policymakers signal they want another tightening soon
EU failing to implement economic fixes as single market withers
Also in this newsletter: Antitrust chief urged to watch Netflix-Warner Bros deal
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
