The Cambridge Weekly- 15th December

Tensions between the US and Venezuela rose last week after the US administration seized an oil tanker off the coast of Venezuela because the ship was "used to transport sanctioned oil from Venezuela and Iran". This seizure further heightened existing political...

The Cambridge Weekly- 8th December

Peace talks between Russia and Ukraine continued last week, though no significant progress has been made.  Representatives from both the EU and US have continued to work towards a solution, despite accusations from Russian representatives' that compromises are not...

The Cambridge Weekly- 1st December

The most significant story last week was the UK Budget announced on Wednesday by Chancellor Rachel Reeves. There were no major surprises, with signposted changes to pension salary sacrifice schemes, the two-child benefit cap and higher taxes on gambling companies...

Cambridge Weekly – 24th November

Nvidia once again impressed the world with its quarterly earnings results last Wednesday. It was arguably one of the most anticipated earnings reports in recent years, giving investors a much needed insight into the current state and future outlook of AI demand....

Cambridge Weekly – 17th November

The US federal government shutdown finally ended last week, with a new funding package being signed late last Wednesday evening. The shutdown, which was the longest in US history, has weighed on the US economy, although the direct impacts of the impasse are still...

The Cambridge Weekly – 10th November

Global equity markets experienced drawdowns last Tuesday as weak US factory activity data ignited growing concerns around a potential AI bubble. Asian markets were disproportionately affected given their close relationship to some of the big tech stocks that have...

The Cambridge Weekly – 3rd November

The US and China agreed a one-year trade deal in South Korea last week. The US President met with the Chinese President in Gyeongju last Wednesday where they discussed a number of matters including tariffs and semiconductors. The US expects the deal to go on for 'long...

The Cambridge Weekly – 27th October

The US introduced santions on Russia's two biggest oil companies, Rosneft and Lukoil, as part of their effort to bring the war in Ukraine to a close. This is the first move of this scale taken by the US. In response to the news, investors concerned about possible...

The Cambridge Weekly- 20th October

Last Tuesday, both silver and gold hit new record highs. After breaching $4,000 the previous week, the price of gold continued to rise last week and is up almost 59% over the year. However, despite the impressive year, the rise in gold had been outpaced by silver...

The Cambridge Weekly – 13th October

The main headline last week came from the Middle East, where Israel and Hamas have agreed to a ceasefire. Upon this news, the price of oil eased modestly reflecting investor sentiment that supply disruption risks remain unresolved. The price of gold surged past $4,000...

The Cambridge Weekly – 6th October

The key story last week was the shutdown of the US government which began last Wednesday. This is the first shutdown in 7 years and is a result of the Republicans and Democrats failing to reach an agreement regarding near-term federal government funding. As a result,...

The Cambridge Weekly – 8th September

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...

The Cambridge Weekly – 26th August

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,...

The Cambridge Weekly – 18th August

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...

The Cambridge Weekly- 7th July

The biggest headline last week came from UK politics as the Labour government made significant changes to their initial proposed welfare reforms. The amended reforms were passed in Parliament last Tuesday but do not generate the magnitude of savings initially...

The Cambridge Weekly- 23rd June

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...

The Cambridge Weekly- 16th June

Last Wednesday Chancellor Rachel Reeves made her spending review announcement. Increases in funding for important areas like the NHS and national defence were announced. To help fund these increases, budgets were cut for departments such as the Home Office, Foreign...

The Cambridge Weekly – 9th June

The Organisation for for Economic Co-operation and Development (OECD) growth forecasts released last week indicate that the global economy is set for its weakest growth spell since the Covid-19 pandemic. They have cited the headwind of the current trading environment...