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 - 25/01/2018

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 - 04/10/2017

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 - 10/02/2017

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 - 01/07/2015

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 - 02/02/2015

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