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Trump has failed to listen to voters on inflation
People elect presidents to fix problems, not to diagnose their causes
The hunt for Fed October
Rate markets have been particularly volatile on the outcome of the Fed’s next rate decision later in the month
France and Germany seal EU car deal
Berlin secured concessions on combustion engines and Paris on limiting partners’ access to ‘Made in Europe’
The once-obscure tech at the heart of the green energy trade war
Power inverters are central to the global clean electricity boom but reliance on China is triggering security fears
In Bangkok, central bankers push back on market rate-tightening bets
Federal Reserve and ECB play down likelihood of October rate rises while BoE says data does not currently support substantial further tightening
FirstFT: G7 plan simulated AI attacks on banks
Also in today’s newsletter: British government courted UBS over London HQ move and why data centre bonds look increasingly stressed
Whitepapers / Articles
A View from the Bridge - September 2026
The Bank of England sat on the sidelines Thursday at the September rate hiking party after the ECB (2.5%) the Fed (3.875%) and the Bank of Japan all raised rates by 25bp.
PegasusCapital - 18/09/2026
