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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
Economists raise UK inflation forecasts after energy costs surge
Bank of England now expected to keep interest rates on hold at its meeting on Thursday
How can the UK shield households from higher energy bills?
Keir Starmer has made clear the government is unlikely to intervene at scale until higher prices hit consumers
Recession by Tyler Goodspeed — a myth-busting guide to economic contractions
A former head of the Council of Economic Advisers explores how and why downturns happen
FirstFT: Joe Kent resignation highlights Maga divisions over Iran war
Also in today’s newsletter: Microsoft considers legal action against OpenAI and Amazon
Trump has broken it. Now he owns it
Continued closure of the Strait of Hormuz threatens the movement of gas and fertilisers as well as oil
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
