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FirstFT: Israeli exit polls show no clear winner in parliamentary election
Also in today’s newsletter: US and Russia discuss potential oil deals and law firm Weil prepares for possible wind-down
Should monetarism stage a comeback?
Kevin Warsh wants to revive Milton Friedman’s ideas, but monetary signals are often vague and noisy
EU loan to Airbus threatens trade truce with US, Trump trade official warns
Jamieson Greer says the European Investment Bank’s historic loan to the aerospace group risks ‘violating’ the US-EU aircraft deal
UK considers forcing data centres to invest locally to meet new AI ‘covenant’
Burnham government looks at fresh requirements for developers as it seeks to head off public opposition to infrastructure build-out
Inflation and interest rates tracker: see how your country compares
Explore the latest data through interactive charts
Analysts’ views: forecasters have grown more hawkish in October
Consensus for 2027 shifted higher for the Bank of England and Bank of Japan; it has also grown at the margins for the Federal Reserve and ECB
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
