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China is well positioned for a trade showdown with Trump
Rare earths are not the only Chinese product that America would struggle to replace
The approaching cold war trade stand-off between Trump and Xi
China and the US are heading for an unstable truce
FirstFT: Trump urges Zelenskyy to accept Putin’s terms to end war
Also in today’s newsletter, AWS outage hits services on the east coast and centrist wins Bolivia’s presidential election
Rare earths shares soar as US and China battle over export controls
Trump administration plans to set price floors, create strategic minerals reserve and take equity stakes
Whitepapers / Articles
A View from the Bridge - October 2025
Nothing to see here? There were few surprises from the Bank of England last Thursday with both the decision to hold rates at 4%, along with the 7-2 vote split (Dhingra and Taylor voting for a 25bp cut) widely anticipated.
PegasusCapital - 14/10/2025
