by Cambridge Investments | Oct 6, 2025 | News
The key story last week was the shutdown of the US government which began last Wednesday. This is the first shutdown in 7 years and is a result of the Republicans and Democrats failing to reach an agreement regarding near-term federal government funding. As a result,...
by Cambridge Investments | Sep 8, 2025 | News
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 | News
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 22, 2025 | News
by Cambridge Investments | Aug 18, 2025 | News
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...