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FirstFT: Japan’s bonds and currency under pressure after Fed chair’s Jackson Hole speech
Also in today’s newsletter: India’s GDP beats expectations and South Korea jails Unification Church leader over bribery scandal
Europeans shun Russian finance minister at US-hosted G20 meeting
Anton Siluanov excluded from event photo despite ‘productive’ meeting with Treasury secretary Scott Bessent
Trump’s tariff fix leaves US trade policy in permanent flux
America’s use of Section 301 means future administrations cannot just leave charges untouched or allow them to lapse
Whose fiscal problems would you prefer?
Lenders must choose between countries behaving like a bingeing entrepreneur, an elderly but reputable business owner and an indebted aristocrat
Japan’s bonds and yen under pressure after Warsh’s Jackson Hole speech
Currency weakens past ¥160 a dollar and yields rise to highest in three decades as investors raise bets on monetary tightening
FirstFT: Ukraine’s ex-defence minister pitches tech fund
Also in today’s newsletter: AI lifts Big Tech profits, and US and Iran trade fire
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
