Latest News
Warsh’ed and gleaned
The new Fed chair’s first meeting contained enough information to move rate markets higher
Iran deal brings little relief for inflation-wary central banks
Top policymakers not ready to ‘call the all-clear’ on global economy even as energy prices fall
Iran to seek ‘insurance fees’ for passage through Strait of Hormuz
Vessels must hold Tehran-approved insurance policy to use vital waterway, says government agency
How China’s economic comeback hit a wall
Activity is sputtering midway through 2026, undercutting efforts to galvanise the economy
FirstFT: Labour’s Andy Burnham wins crucial UK by-election
Also in today’s newsletter: Russia’s absent central bank chief and China’s troubled economy
UK’s May borrowing surge lays bare fiscal hurdles that Burnham would face
Higher debt interest payments drive monthly deficit to £23.3bn
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
