Cambridge Weekly Update – 20th January 2020

All central bank liquidity or improved outlook too? Following the brief wobble after the escalation in tensions between the US and Iran, the risk appetite that drove the substantial stock market rally towards the end of last year has returned. With yet another good...

Cambridge Weekly Update – 13th January 2020

So far so good Compared to last week’s ‘brink-of-war’ geopolitical shock start to the year over the US-Iran tensions, this week has brought relatively positive economic news, with not much to upset global markets, even if the general news flow was tragic from a...

Cambridge Weekly Update –2nd December 2019

Markets are driving the markets – will the economy keep up? It has been another quiet week in capital markets, which may be a surprise given the political shouting about the General Election. As we have written before, the recent rally in risk assets is at odds with...