Latest News
De-dollarisation may not be over
Recent pick-up in dollar’s share of global foreign exchange reserves does not amount to a trend reversal
Trump orders Lake Ontario to be renamed ‘Lake America’ in new slight to Canada
US president’s executive order underscores fraying relations between allies after trade talks collapsed
Don’t draw the wrong conclusion from Treasury yields
Investors are marking up their expectations for long-run economic growth in the US
Minutes from ECB’s July meeting more positive on inflation outlook
Lack of second-round inflation effects will not stop central bank from raising interest rates again in September
ECB will return to data dependence after a September rate rise
Read the August forecast from the FT’s Monetary Policy Radar team
FirstFT: Nvidia projects 70% strong growth next year
Also in this newsletter: Nepal’s devastating flood and Harvard’s European outpost
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
