Pegasus Capital

A View from the Bridge - September 2014

In the end the answer is still NO. That’s not in relation to Scotland voting to remain as a part of the UK but the ECB’s decision not to opt for full-blown QE
Tags:IMF , QE , Russia , LTRO , Sanctions

PegasusCapital - 01/10/2014

A View from the Bridge - August 2014

The EU leadership have to act quickly on 2 key issues in the coming month as Kiev warns it is on the brink of full-scale war with Moscow

PegasusCapital - 01/09/2014

A View from the Bridge - February 2014

With UK growth forecasts being revised upwards by the IMF, house building and house prices rising the most in a decade, exports at a record high in 2013, unemployment down to 7.1% and inflation falling below the BoE target of 2% you would have thought so

PegasusCapital - 01/03/2014

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