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Trump struggles to build coalition to reopen Strait of Hormuz
Also in today’s newsletter, why US shale producers are not cheering for $100 oil
It’s time for hawkish central bank talk
Monetary policymakers are players in the energy shock, not analysts or bystanders
FirstFT: European allies reject Trump’s Hormuz armada demand
Also in today’s newsletter: top hedge fund says problems in private credit worse than Wall Street admits and Jensen Huang’s bullish outlook
Europe rules out joining Trump’s Hormuz armada
Also in this newsletter: The Iran war’s cost to combustion engine cars
Australia raises interest rates in big week for global central banks
Oil disruption deepens concern that price increases could hit economy
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
