The Cambridge Weekly –22nd July 2024

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...

The Cambridge Weekly –17th June 2024

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...