The Cambridge Weekly- 9th February

One of the most notable stories last week centred on the decision announced recently by the US administration to nominate Kevin Warsh as the next Federal Reserve chair. Despite being widely anticipated by markets, the decision resulted in drawdowns for key US indices...

The Cambridge Weekly- 2nd February

A significant trade agreement between the European Union (‘EU’) and India was agreed last week. The deal has been labelled as the largest deal either side has ever made and is expected to reduce tariffs on c.95% of all EU exports to India, creating a...

The Cambridge Weekly- 26th January

Last week, the financial press was dominated by the evolving situation between the US and the EU regarding the sovereignty of Greenland. Markets initially reacted negatively to suggestions by the US administration over the weekend that tariff policies could be...

The Cambridge Weekly- 19th January

Markets have remained broadly unphased over the last couple of weeks despite rising geopolitical tensions. Oil prices remain a key focus for investors, with both US plans to begin extracting oil from Venezuela’s vast reserves and the unclear situation in the...

The Cambridge Weekly- 12th January

Review of 2025 Markets remain resilient 2025 was a rollercoaster year, with geopolitical events introducing volatility in markets throughout the year. The most significant event over the year in markets was the introduction of new US import tariffs in April, which...

The Cambridge Weekly- 22nd December

A Bank of America survey has emerged showing that the average cash holdings of investment funds are at their lowest ever levels, highlighting fund managers’ optimism about the current market environment. This comes despite recent concerns about a potential AI...