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FirstFT: Oil falls as Trump says Iran war will end ‘very soon’
Also in today’s newsletter: LeCun’s AI start-up and Poland’s anti-drone shield
Oil price surge puts Takaichi’s honeymoon at risk
Reliance on energy imports exposes Japan to volatility and could delay interest rate rises
China’s exports surge 21.8% in first 2 months of this year
Trade surplus hits record ahead of crucial summit between Donald Trump and Xi Jinping
Europe and Asia battle for LNG as Iran war chokes supply
Ship tracking data shows gas carriers switch course as prices rise
Trump’s Russian oil waiver offers little relief for India
US permission to buy ‘on-water’ crude leaves Indian refiners still facing Middle East supply shock
G7 ‘stands ready’ to release emergency oil reserves
Finance ministers pledge ‘necessary measures’ to tackle surging crude prices with deal expected as soon as Tuesday
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
