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FirstFT: UK fiscal realities close in on Downing Street
Also in today’s newsletter: Putin’s summit and JLR targets Nato budgets
US manufacturers hit by fresh burst of supply chain cost inflation
Donald Trump’s war in Iran and tariffs push up input prices while AI boom squeezes availability of some components
ECB staff demand clarity over Lagarde’s potential early exit
‘Prolonged uncertainty’ over leadership change could undermine trust at the monetary authority, staff committee warns
UK and Japan seek to fully benefit from ‘Made in Europe’ car sector rules
Britain says its automobile industry should not be caught in the crossfire of an EU push to counter China
What an AI slowdown could mean for investors
Slowing down could reduce the enormous amounts of cash being lavished on training new models
Carney urges EU to cement trade deal as Ottawa seeks pivot from US
Canada’s prime minister tells FT deeper ties with Europe will make both sides ‘more resilient’ amid Trump turmoil
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
