The Cambridge Weekly – 22 November 2021

Dollar strength and divergence caps a dull week for investors Despite the negative news flow, be it COVID or politics, UK consumers are proving their resilience once again, with both October retail demand and domestic consumer sentiment pointing up. Perhaps the...

The Cambridge Weekly – 15 November 2021

Central banks struggle with messaging Following five weeks of global equity markets inching higher every week, risk asset markets slowed even though, for once, economic data was actually offering reasons to believe that the worst of supply chain constraints may be...

The Cambridge Weekly – 8 November 2021

No tantrum over this taper October’s positivity across global stock markets spilled over into the first week of November. That is with the exception of China, which appears to be increasingly isolating itself from the rest of the world. Not only was its leader very...

The Cambridge Weekly – 1 November 2021

Bond markets give central bankers a telling off Last week was generally positive for capital markets, although with one notable difference – this time bond investors were allowed to join in. Just as energy prices started stabilising, corporate earnings results proved...