Latest News
Hot January PCE inflation will keep Fed on hold
Stagflationary risks already evident in the US even before Iran war factored in
US economy ended 2025 on weaker footing than previously thought
Revised figures show GDP rose at a 0.7% rate in fourth quarter, down from earlier reading of 1.4%
FirstFT: The war’s impact on US interest rates
Also in today’s newsletter: US burns through ‘years’ of munition and new capital rules for big banks
EU must stick together against Trump’s hostile tactics, says top diplomat
Kaja Kallas says Washington seeks to pick apart European governments which wield less power individually
Should investors worry about a 2008-style shock?
From Iran to private credit, things are unnerving but the wider financial system is better prepared
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
