The Cambridge Weekly – 14th November 2022

Signs of ‘peak inflation’ emboldens markets There were three big market-moving stories last week: the US midterm elections, the latest crash in the surreal world of crypto currencies, and the release of US inflation data for October. By last Friday, it was the...

The Cambridge Weekly – 7th November 2022

Diverging paths accompanied by seasonally scary messages Considering the gloomy news last week from central banks in the US and UK, investors enjoyed a decent enough start to November. Following on from the rebound over the second half of October, it has been welcome...

The Cambridge Weekly – 31st October 2022

US slows, Europe’s winter outlook improves, UK back to start The most turbulent October experienced by UK bond markets since 2008 is drawing to an end and one could easily get the impression nothing of significance happened. Sterling is back to where it traded just...