by Cambridge Investments | Sep 8, 2025 | Uncategorised
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...
by Cambridge Investments | Aug 26, 2025 | Uncategorised
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,...
by Cambridge Investments | Aug 18, 2025 | Uncategorised
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...
by Cambridge Investments | Jul 7, 2025 | News
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...
