Latest News
US states sue Trump administration over new tariffs
Democratic attorneys-general say president exceeded authority after Supreme Court struck down original levies
Money Beyond Borders — the making and breaking of global currencies
The US dollar’s future is explored in Barry Eichengreen’s well-informed history on purchasing power in the monetary market
Middle East conflict strands ships with cargoes of fresh food and live animals
Shipping companies struggle to reroute vessels as disruption starts to cause congestion at ports outside the Gulf
Worries grow in Washington about lack of any post-war vision
Also in today’s newsletter, how Trump’s tariffs are unleashing a surge of cases in the US Court of International Trade
Mildly dovish February ECB minutes are now stale
Conflict in Iran raises risks of a stagflationary shock that governing council members could not have foreseen
The economic question we forget to ask about AI
Forget the singularity and robot takeovers; what matters is who captures the value added
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
