Pegasus Capital

A View from the Bridge - December 2013

So that was the year that wasn’t in many respects but it was also a year of plenty, if you held the right assets.

There was not a triple dip recession in the UK as many predicted and at the end of the year the OECD predicted growth of 1.4% for the year and 2.4% for 2014, making the UK look like the best performing economy in the western world
Tags:QE , OECD , tapering

PegasusCapital - 02/01/2014

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