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Oil price surge will hurt US growth and fuel inflation, say economists
FT-Booth Survey shows unease about impact of the conflict on growth and prices
FirstFT: Afghanistan says 400 killed in Pakistani strike on Kabul
Also in today’s newsletter: Australia raises interest rates, and Nvidia nears AI chip exports to China
Nvidia restarts manufacturing of AI chips for China
Chief executive Jensen Huang says company received flood of orders and American licences over past two weeks
The era of US dominance in economic warfare is over
America has long used sanctions to coerce adversaries, but Iran and China can wield powerful economic weapons too
Trump struggles to build coalition to reopen Strait of Hormuz
Also in today’s newsletter, why US shale producers are not cheering for $100 oil
It’s time for hawkish central bank talk
Monetary policymakers are players in the energy shock, not analysts or bystanders
Whitepapers / Articles
A View from the Bridge - February 2026
With political turmoil or “Polycrisis” inside Downing Street being the more dominant theme for sterling markets over the past couple of sessions, market participants were not primed for a pronounced shift in bias from the Bank of England’s Monetary Policy Committee (MPC)at their first meeting of the year.
PegasusCapital - 06/02/2026
