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 - 18/6/2018

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 - 25/1/2018

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 - 3/8/2017

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 - 3/4/2017

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 - 10/1/2017

A View from the Bridge - Feb 2019

As the clock ticks down towards the Article 50 deadline of March 29th, longer-term U.K. interest rates find themselves pretty much back where they were before the Bank of England decided to lift base rates from 0.25% in November 2017. The entire 5-year curve premium barely reflects a single interest rate increase, but for reasons that extend well beyond Brexit uncertainty.

PegasusCapital - 20/2/2019