The Cambridge Weekly –7th May 2024

Still sticking to the plan Equity and bond markets have had a reasonably good week, with policy makers helping to calm nerves. Geopolitical concerns retreated further; the US and Saudi Arabia are close to a bilateral agreement which may well include the formal...

The Cambridge Weekly –29th April 2024

Inflation, a common side effect of growth Intraday equity market volatility is back, as the past roller coaster week showed. Still, we yet again seemed to end flattish after a busy end to last week. UK markets were strong, helped by the bid for Anglo-American from...

The Cambridge Weekly –22nd April 2024

Market quiet on the Middle Eastern front The Middle East is dominating world news again, as the awful moment has come when Israel and Iran have engaged in open and direct conflict, albeit at great distance. That the warfare is across considerable distances makes it...

The Cambridge Weekly –15th April 2024

What the return of volatility tells us The past week has seen quite large price movements in asset markets even though, overall, equities are relatively stable. The UK’s main market index, the UK Large-Cap index, is higher and among the better index performers...

The Cambridge Weekly –8th April 2024

Bumpy start to the quarter Following on from two very strong quarters for investors in risk assets, the start of the second quarter has seen a sudden change of mood, and the first distinct bout of equity volatility this year. Indeed, last Thursday, the American...