Real Rates Articles and Whitepapers
A View from the Bridge - June 2016
What a way to devalue your currency and lose your AAA rating! It may be a case of batten down the hatches and wait for the storm to pass but many will see the volatility in the markets as an opportunity to lock in long-term funding at historically cheap rates
PegasusCapital - 01/07/2016
Whitepapers / Articles
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
