China Articles and Whitepapers
Down, down, deeper and down, but this is no Status Quo, it’s about who can afford to devalue their currency the most!
PegasusCapital - 01/02/2016
Who would have predicted that Leicester City bottom of the Premier League at Christmas 2014 with only 10 points from 17 matches would not only escape relegation but would top the Premier League at Christmas 2015?
PegasusCapital - 04/01/2016
Last month it was 65% of economists and this month its 81% of global fund managers that expect a December interest rate rise in the US, with the Fed having given out the strongest signs so far that it will pull the trigger
PegasusCapital - 01/12/2015
With the 3rd largest sporting event in the world kicking off this month it’s not been so much about the curved ball as it has been about the slow ball!
PegasusCapital - 01/10/2015
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
PegasusCapital - 01/09/2015
Whitepapers / Articles
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