Pegasus Capital

A View from the Bridge - April 2015

Guessing when interest rates might rise is as difficult as predicting which political parties will form the next UK government

PegasusCapital - 30/04/2015

A View from the Bridge - September 2013

This month it was the turn of the US to produce the “Shock of the Month”

PegasusCapital - 01/10/2013

A View from the Bridge - August 2012

All eyes were on the Hole at the end of the month; not the European hole that is being dug deeper and deeper, nor the sort that is the other great USA v Europe head to head, the Ryder Cup but Jackson Hole where Chairman of the Federal Reserve, Ben Bernanke was pointing the way ahead

PegasusCapital - 01/09/2012

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