by Cambridge Investments | Sep 8, 2025 | Uncategorised
30-year gilt yields hit 5.70% last Tuesday morning, marking the highest long-term borrowing costs in the UK since 1998. The sell off reflects investor concerns about persistent inflation and fiscal sustainability amid broader global market volatility. Comments from...
by Cambridge Investments | Aug 26, 2025 | Uncategorised
European defence stocks dropped sharply following signs of progress toward a ceasefire in Ukraine, raising investor concerns that the sector’s recent rally may be ending. The decline was triggered by reports that Ukraine might agree to a peace deal with Russia,...
by Cambridge Investments | Aug 18, 2025 | Uncategorised
The most significant news last week was that headline consumer price inflation (CPI) in the US for July came in below expectations, at 2.7% year-on-year. The positive data release triggered a strong reaction in markets, with both major US indices, the S&P 500 and...
by Cambridge Investments | Jun 23, 2025 | Uncategorised
On Friday 13th June, Israel launched strikes at six cities and a nuclear facility in Iran in response to their intelligence that indicated Iran was nearing the development of a nuclear weapon. Iran labelled the attacks a declaration of war and responded with its own...
