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China is not the solution to the US chipflation problem
Buying memory chips from companies like CXMT could lower costs but risks dependence
BoE holds rates at 3.75% as it waits to see impact of Iran war
Monetary Policy Committee split six to three, with key voters more confident that underlying price pressures are receding
Declining PCE inflation in June likely to be reversed in July
Higher energy prices this month will send the inflation gauge back up
US economy grew less than expected at 1.5% rate in second quarter
Slowdown comes amid continued impact from Middle East war
Bank of England holds rates amid volatile energy prices
Majority of rate-setters are ready to respond in either direction, depending on what happens to oil and gas costs
Eurozone economy grew 0.4% in second quarter despite Middle East energy shock
Economists had expected a slower pace of expansion
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
