Pegasus Capital

Blog With Tag brexit

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A View from the Bridge - Jan 2018

Global growth enters 2018 on a strong footing with confidence surveys at multi-year highs in many regions and inflation expectations still tame but without fears of deflation hindering investment decisions. Strong growth in Q1 should underpin the late 2017 surge in equity and credit valuations, but the outlook for H2 2018 could prove more challenging for asset markets if some of these positive forces plateau or go into reverse.
Tags: UKCPI, BREXIT, ECB

PegasusCapital - Thu 25th Jan

A View from the Bridge - July 2017

The primary driver of the recent rise in UK swap rates has been a more hawkish tilt from certain members of the Bank of England’s monetary policy committee. This has been predicated on more recent inflation outturns coming in above levels anticipated when the BOE last published its quarterly inflation forecasts in early May and that CPI will rise above the 3% level in the coming months before moderating as past effects of foreign exchange rate weakness work their way through the economy.

PegasusCapital - Thu 3rd Aug

A View from the Bridge - March 2017

They say that breaking up is hard to do but it doesn’t always need to be messy and depends on both sides willingness to cooperate in their common interests. With Article 50 having been triggered it’s clear that the EU wants to focus on a sequential process and the UK on considering all aspects of withdrawing from the EU in parallel.

PegasusCapital - Mon 3rd Apr

A View from the Bridge - December 2016

Whether 2016 was the beginning of the end to the financial crisis that has dominated economics and politics for the best part of the last decade is not yet crystal clear, but what is certain is that the events of the last 12 months will have a profound impact on both geopolitics and the global economy for the next decade and perhaps beyond.

PegasusCapital - Tue 10th Jan

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! Added to that, whether you love it or hate it, Marmitegate brought to everyone’s attention the first real signs of the impact a Brexit vote will have on day to day spending. As the Pound reached a 168 year low and inflation rose to 1% UK business confidence hit a post referendum high, with jobs growth being sustained and unemployment still at just 4.9%. Early manufacturing data signaled a strong economic performance which was borne out as the UK economy grew in September by 0.5%. The BoE kept rates unchanged and defended its use of QE as being good for growth but indicated that it will not rely on QE as the only fiscal stimulus.
Tags: OPEC, GILT, Brexit, QE

PegasusCapital - Tue 1st Nov

A View from the Bridge - Jan 2018

Global growth enters 2018 on a strong footing with confidence surveys at multi-year highs in many regions and inflation expectations still tame but without fears of deflation hindering investment decisions. Strong growth in Q1 should underpin the late 2017 surge in equity and credit valuations, but the outlook for H2 2018 could prove more challenging for asset markets if some of these positive forces plateau or go into reverse.
Tags: UKCPI, BREXIT, ECB

PegasusCapital - Thu 25th Jan