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Trump’s defeat heralds a US retreat
American retrenchment could change Middle East balance of power and signify opportunities for China
US warns China it must ‘immediately’ meet terms of Busan trade deal
Washington says Beijing is not fulfilling commitments to increase supply of rare earths and other critical products
US economy outstrips forecasts to add 165,000 jobs in October
Hiring rebound reinforces expectations Federal Reserve will raise interest rates
Strong wage growth supports Bank of Japan’s December move higher
Nominal wage growth in September moved to a three-decade high
FirstFT: Global stocks tumble as Democratic sweep sparks AI rout
Also in today’s newsletter: US tech barons face reckoning and Singapore Airlines’ new double-bed cabins
Trump has taught the world that tariffs are useless
The Republicans’ evisceration in the midterm elections shows the economic and political costs of mindless protectionism
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
