Pegasus Capital

A View from the Bridge - May 2018

The Bank of England left interest rates unchanged at its May meeting. Markets had largely written off any probability of an increase following the BOE Governor’s BBC interview in late April where he alluded to weaker Q1 growth and Brexit uncertainty delaying the prospect of higher interest rates

PegasusCapital - 18/06/2018

A View from the Bridge - Jan 2018

Global growth enters 2018 on a strong footing with confidence surveys at multi-year highs in many regions and inflation expectations still tame but without fears of deflation hindering investment decisions
Tags:ECB , Brexit , UKCPI

PegasusCapital - 25/01/2018

A View from the Bridge - July 2017

The primary driver of the recent rise in UK swap rates has been a more hawkish tilt from certain members of the Bank of England’s monetary policy committee

PegasusCapital - 03/08/2017

A View from the Bridge - March 2017

They say that breaking up is hard to do but it doesn’t always need to be messy and depends on both sides willingness to cooperate in their common interests

PegasusCapital - 03/04/2017

A View from the Bridge - December 2016

Whether 2016 was the beginning of the end to the financial crisis that has dominated economics and politics for the best part of the last decade is not yet crystal clear, but what is certain is that the events of the last 12 months will have a profound impact on both geopolitics and the global economy for the next decade and perhaps beyond

PegasusCapital - 10/01/2017

A View From the Bridge - November 2019

The Bank of England's potential to signal any shift in policy stance due to the downshift in future indicators and inflation has been deferred by the calling of an “emergency” general election. Nonetheless, economic sentiment has fallen to its weakest levels since the 2016 referendum and it is not clear how long the UK consumer can continue to prop up the UK economy. We expect the Bank to downgrade growth and inflation forecasts, leaving the door open to easier policy in the New Year.

PegasusCapital - 05/11/2019