The Cambridge Weekly- 1st December
The most significant story last week was the UK Budget announced on Wednesday by Chancellor Rachel Reeves. There were no major surprises, with signposted changes to pension salary sacrifice schemes, the two-child benefit cap and higher taxes on gambling companies...
The Cambridge Weekly – 10th November
Global equity markets experienced drawdowns last Tuesday as weak US factory activity data ignited growing concerns around a potential AI bubble. Asian markets were disproportionately affected given their close relationship to some of the big tech stocks that have...
The Cambridge Weekly – 3rd November
The US and China agreed a one-year trade deal in South Korea last week. The US President met with the Chinese President in Gyeongju last Wednesday where they discussed a number of matters including tariffs and semiconductors. The US expects the deal to go on for 'long...
The Cambridge Weekly – 13th October
The main headline last week came from the Middle East, where Israel and Hamas have agreed to a ceasefire. Upon this news, the price of oil eased modestly reflecting investor sentiment that supply disruption risks remain unresolved. The price of gold surged past $4,000...
The Cambridge Weekly – 8th September
30-year gilt yields hit 5.70% last Tuesday morning, marking the highest long-term borrowing costs in the UK since 1998. The sell off reflects investor concerns about persistent inflation and fiscal sustainability amid broader global market volatility. Comments from...
The Cambridge Weekly – 26th August
European defence stocks dropped sharply following signs of progress toward a ceasefire in Ukraine, raising investor concerns that the sector's recent rally may be ending. The decline was triggered by reports that Ukraine might agree to a peace deal with Russia,...
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The Cambridge Weekly – 18th August
The most significant news last week was that headline consumer price inflation (CPI) in the US for July came in below expectations, at 2.7% year-on-year. The positive data release triggered a strong reaction in markets, with both major US indices, the S&P 500 and...
The Cambridge Weekly- 7th July
The biggest headline last week came from UK politics as the Labour government made significant changes to their initial proposed welfare reforms. The amended reforms were passed in Parliament last Tuesday but do not generate the magnitude of savings initially...
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The Cambridge Weekly- 23rd June
On Friday 13th June, Israel launched strikes at six cities and a nuclear facility in Iran in response to their intelligence that indicated Iran was nearing the development of a nuclear weapon. Iran labelled the attacks a declaration of war and responded with its own...
The Cambridge Weekly- 16th June
Last Wednesday Chancellor Rachel Reeves made her spending review announcement. Increases in funding for important areas like the NHS and national defence were announced. To help fund these increases, budgets were cut for departments such as the Home Office, Foreign...
The Cambridge Weekly – 9th June
The Organisation for for Economic Co-operation and Development (OECD) growth forecasts released last week indicate that the global economy is set for its weakest growth spell since the Covid-19 pandemic. They have cited the headwind of the current trading environment...
The Cambridge Weekly- 2nd June
The biggest news last week concerned a development in trade negotiations between the EU and the US. At the meeting between President Donald Trump and European Commission President Ursula von der Leyen last week, President Trump agreed to delay increasing tariffs until...
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The Cambridge Weekly- 7th April 2025
Markets respond badly to 'Liberation Day' 'Liberation Day' saw President Donald Trump unleash sweeping tariffs across the globe. In addition to a 10% baseline tariff affecting most countries, President Trump announced additional "reciprocal" tariffs for many...
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The Cambridge Weekly- 24th March
Geopolitics continues to weigh on markets Despite a quiet week for US trade policy developments, President Trump continues to broker peace in the Ukraine-Russia conflict. Last week, Russian President Putin agreed to halt attacks on Ukraine's energy infrastructure for...