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Germany and France agree on last-resort tool against trade threats
Berlin agrees on ‘second-strike weapon’ to deter threats over key supplies such as Chinese rare earths and magnets
Trump’s diesel export coercion will not strengthen the US
The demand-destroying response to the 1973 Arab oil embargo shows the risk of stopping exports
FirstFT: Flávio Bolsonaro secures early lead in Brazil’s election
Also in today’s newsletter: Spain’s Pedro Sánchez calls snap election and the euro falls to 17-month low against the dollar
Bond turbulence means it’s time for the ECB to put QT on hold
Prudence suggests a halt by the central bank until more stable conditions are restored
UK business secretary weighs up tariffs on Chinese EVs
Jonathan Reynolds authorises officials to draw up package of potential levies that could be imposed
A Chinese billionaire reckons with the limits of building AI across borders
One-time gaming tycoon Chen Tianqiao bet billions on a second act in agentic research but ran headlong into US-China trade tensions
Whitepapers / Articles
A View from the Bridge - September 2026
The Bank of England sat on the sidelines Thursday at the September rate hiking party after the ECB (2.5%) the Fed (3.875%) and the Bank of Japan all raised rates by 25bp.
PegasusCapital - 18/09/2026
