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Weak Japan GDP will not put BoJ off further tightening
Consumption undershoots previous quarter but central bank will focus on higher-frequency monthly data
Warsh’s war on the Fed balance sheet
A dramatic reduction in reserves could be a cure worse than the disease
FirstFT: EU banking M&A deals surge to post-2008 high
Also in today’s newsletter: Russia’s Wagner Group recruits saboteurs, and bloc’s caution around Hungary’s Orbán
This time really could be different on jobs
Three catalysts are driving an intensifying divergence between a cooling US labour market and strong GDP growth
US carmakers spooked by Chinese rivals gaining foothold in America
Executives on edge about a possible policy shift in Washington ahead of Trump’s planned visit to China in April
How China could win the geopolitical game by default
Mercurial shifts in US foreign policy under Trump have left leaders of other countries baffled
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
