The Cambridge Weekly – 15th July 2024

Lower inflation, less profits? Last week has been an interesting one in capital markets. Global stocks are a nudge above where they were at the end of the previous week in aggregate, but this hides a great deal of variation. There was a steady climb early in last...

The Cambridge Weekly –1st July 2024

 The business of politics, politics without policy Last Friday marked the end of the second quarter and the day after the first, and for Biden disastrous, televised debate of the 2024 US Presidential election – yet markets have been reasonably calm. Large...

The Cambridge Weekly –17th June 2024

Still mostly sticking to the plan After a cacophony of political noise, central bankers were again the ones to really strike a chord with capital markets last week. Britain’s  political parties unveiled their manifestos and French President Macron shocked everyone...