Latest News
Bond market freakout
The odds of a global inflation problem are rising. Bond markets are taking note
Global bonds tumble on fears of inflation shock from Iran war
Stocks dragged lower as traders price in US interest rate rises after worse than expected data releases
A cold peace between the US and China is good enough
Rather than trying to engineer a grand bargain, this is a moment to prevent deterioration
Trump undecided on Taiwan arms sale after summit with Xi
US president raises doubts about $14bn weapons package for Taipei after two days of meetings in China
Voters expect a prosperity our politicians cannot deliver
The markets will not allow the UK to borrow to maintain a standard of living that we have not earned
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
