Pegasus Capital

A View from the Bridge - August 2015

Just when the markets thought it was a slam dunk for a US rates rise this month, the fallout from the events in China over the last month have resulted in a time out until the consequences are absorbed
Tags:Recession , BRIC , China , VIX

PegasusCapital - 01/09/2015

A View from the Bridge - July 2013

As we waved goodbye to the Governor of the BOE, Mervyn King, the country joined in the pomp and ceremony of welcoming our future King George VII

PegasusCapital - 31/07/2013

A View From The Bridge - May 2020 (2)

The risks of a deflationary outcome remain very elevated. Our understanding of likely household responses is becoming more informed, particularly with regard to genuine uncertainty, precautionary savings balances being built (where possible) and the likely consolidation of credit related debt. Turning the tide on the risk of viral infection and saving lives is the driving policy of government, but by definition this just pushes another rising tide of shrinking demand onto the economy.

PegasusCapital - 07/05/2020