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FirstFT: China leapfrogs US in market for ‘open’ AI models
Also in today’s newsletter, crypto-hoarders dump tokens and Taiwan boosts defence spending
‘Fomo’ is driving ‘stretched’ US tech valuations, ECB warns
Central bank says ‘negative surprises’, including worries over Fed independence, could trigger market correction
How Greece’s recovery can be an inspiration for Europe
The Eurozone’s former problem child is now borrowing more cheaply than much of the continent
Climate urgency means action bypassing COP is necessary, says COP30 boss
Entrenched positions and consensus nature of UN climate talks slow down progress, says Corrêa do Lago
Trump’s affordability problem: in charts
Americans are unhappy with the cost of living, with inflation higher than the month before the president retook office
Whitepapers / Articles
A View from the Bridge - November 2025
We will never know if the Chancellor’s unprecedented pre-budget speech earlier this week was also an attempt to coax the BOE into an earlier rate cut, but Governor Andrew Bailey didn’t take the bait and was the casting vote to hold rates at 4% rather than lower them to 3.75%.
PegasusCapital - 13/11/2025
