by Cambridge Investments | Feb 13, 2023 | News
A challenging week brings investors back down to earth Overall, UK bond and equity markets slipped back last week, despite the FTSE 100 edging higher until Thursday lunchtime when it reached a new all-time price high. Since the previous week’s US employment data, the...
by Cambridge Investments | Feb 6, 2023 | News
Are central banks transforming from hawks into doves? Last week was like the other four weeks of 2023: dominated by central bank action, inflation, and despondency over the UK economy. Meanwhile, stock and bond markets stayed buoyant. The monthly US jobs report was a...
by Cambridge Investments | Jan 31, 2023 | News
by Cambridge Investments | Jan 30, 2023 | News
Goldilocks in the air Recent macroeconomic data releases across the western world report declining rates of inflation and no longer overheating (but nevertheless still positive) economic growth. In the US, the important milestone of the rate of personal consumption...
by Cambridge Investments | Jan 23, 2023 | News
Slowing growth throws markets into a bind Last Monday we wrote that markets were rising because bad economic news was good news in terms of lessening concerns over interest rate rises, beyond what is already expected and therefore priced in. Last week, various...
