Pegasus Capital

A View from the Bridge - April 2018

Economic Growth in the UK during Q1 has been quite disappointing, with the ONS advanced estimate showing activity barely changing in the first three months of the year relative to the end of 2017, with the ‘Beast from the East’ only partly to blame!
Tags:Inflation , ONS , MPC

PegasusCapital - 01/05/2018

A View from the Bridge - Aug 2017

Yesterday’s FT article, which appeared on page 2 of the printed edition, highlighted the Bank of England’s concerns over interest rate complacency

PegasusCapital - 10/09/2017

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 - 03/08/2017

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