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Canada’s oil producers in line for C$90bn windfall from Iran war
Rising crude price will boost export revenue as Mark Carney seeks to counter Donald Trump’s trade wars
Iran lets grain ships through Hormuz to shore up food supply
Agriculture has been a ‘pain point’ for Tehran after it imposes de facto blockade of waterway in response to US-Israeli war
Energy crisis upends Rachel Reeves’ growth plan amid hints of recession
Chancellor had vowed to cut cost of living but Treasury now foresees ‘very difficult Budget’ later this year
UK borrowing costs reach highest level since 2008 as economic hit from war mounts
Ten-year gilt yield jumps to 5% as fears over inflation shock intensify
Iran war will scar the global economy
Scenarios that markets and policymakers hoped to avoid are now materialising
Investors start to bet on US interest rate rises amid inflation fears
Traders price in almost 50% chance of higher borrowing costs by October, in potential blow to Trump’s calls for cuts
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
