Pegasus Capital

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 - Sep 2017

UK GDP increased by 0.3% quarter-on-quarter in Q2, matching the second quarter estimate and the consensus however, the y-o-y growth rate was revised down to 1.5%, from 1.7%. In addition, the latest PMI survey showed a modest deceleration in the rates of expansion in UK manufacturing production and new orders
Tags:ECB , GDP

PegasusCapital - 4/10/2017

A View from the Bridge - January 2017

A new year and a new political landscape is dawning. The consequences of electing Donald Trump as President, voting for Brexit and the elections in Europe will undoubtedly take centre stage this year

PegasusCapital - 10/2/2017

A View from the Bridge - June 2015

As one European country (Iceland) phases out capital controls as it emerges from the 2007/2008 financial crisis and the failure of its banking system, another imposes capital controls and faces the prospect of one or more of its banks failing depending on the decisions to be taken by the ECB
Tags:ECB , Greece , CDS , ONS , Default

PegasusCapital - 1/7/2015

A View from the Bridge - January 2015

The voters of modern Greece have had enough of fighting the old EU imposed austerity and have voted for change in the form of a new force in Greek politics

PegasusCapital - 2/2/2015

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 - 5/11/2019