Pegasus Capital

A View from the Bridge - Oct 2016

Like going into Ye Olde Sweet Shoppe without knowing if we want pear drops or some fudge, Brexit is bringing out that hard toffee/soft toffee debate amongst us all!
Tags:QE , Gilts , Brexit , OPEC

PegasusCapital - 01/11/2016

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