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US growth falls sharply to 1.4% annualised rate in fourth quarter
Figure hit by drop in government spending during federal shutdown is far below analysts’ expectations
US Supreme Court rules Trump’s sweeping tariffs are illegal
Top court issues historic rebuke of US president’s use of emergency powers to impose duties on trading partners
US GDP growth below expectations unlikely to prompt faster Fed cuts
Price pressures continued to rise according to the December PCE inflation data
FirstFT: Investors pour record sums into European stocks
Also in today’s newsletter: Trump’s Iran warning and Amazon’s AI coding bot
Firm underlying inflation keeps BoJ normalisation plans on track
Government measures to lower energy costs explain the sharp slowdown in January’s headline inflation rate
US and Indonesia finalise trade deal to cut tariffs
Jakarta to drop 99% of import levies and buy more American energy and agricultural products
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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
