by Cambridge Investments | Jun 26, 2023 | News
Markets catching up with reality Following three weeks of ‘not a lot of news’ being good news for stock markets, bad news dented investor sentiment last week. This has coincided with some reversal of global liquidity, as the US government is once again stepping up...
by Cambridge Investments | Jun 22, 2023 | News
by Cambridge Investments | Jun 19, 2023 | News
Market conundrum amid volatile growth Last week saw equity markets move higher yet, despite central bank hawkishness. We had another 0.25% rate rise from the European Central Bank (ECB) and, although the US Federal Open Market Committee (FOMC) left rates unchanged,...
by Cambridge Investments | Jun 12, 2023 | News
Immaculate disinflation sentiment cheers investors Another positive week in global stock markets, which seemed unremarkable given it has been fairly good since the beginning of May. However, looking more closely – as we do – two market dynamics tell us more market...
by Cambridge Investments | Jun 5, 2023 | News
Markets take good news in their stride Last week, we noted how the absence of specifically good news meant markets reacted more negatively than expected to the relatively low probability of a US debt default. We pointed out that the more notable event of the week had...
by Cambridge Investments | May 30, 2023 | News
Debt ceiling angst or simply lack of good news? Compared to the previous week, markets did not really get much ‘new’ news to digest, and yet last week brought a renewed bout of equity market volatility. Given bond yields experienced even larger moves (up), ...
