by Cambridge Investments | Jul 22, 2024 | News
Shock, rotation, growth? Last week was an astounding week. Capital markets took the attempted assassination of Donald Trump as practical confirmation of his victory in the upcoming presidential election. Equities moved to price in his expected agenda of tax cuts and...
by Cambridge Investments | Jul 15, 2024 | News
Lower inflation, less profits? Last week has been an interesting one in capital markets. Global stocks are a nudge above where they were at the end of the previous week in aggregate, but this hides a great deal of variation. There was a steady climb early in last...
by Cambridge Investments | Jul 4, 2024 | News
by Cambridge Investments | Jul 1, 2024 | News
The business of politics, politics without policy Last Friday marked the end of the second quarter and the day after the first, and for Biden disastrous, televised debate of the 2024 US Presidential election – yet markets have been reasonably calm. Large...
by Cambridge Investments | Jun 21, 2024 | News
by Cambridge Investments | Jun 17, 2024 | News
Still mostly sticking to the plan After a cacophony of political noise, central bankers were again the ones to really strike a chord with capital markets last week. Britain’s political parties unveiled their manifestos and French President Macron shocked everyone...
