News

Cambridge Weekly Update – 16th September 2019

Market sentiment rebound Last week, we wrote that equity markets would need to see an improvement in global economic growth if they were to move higher. So, it was typical commentator’s curse that this week saw a rise in equities all over the world, despite no clear...

Cambridge Weekly Update 9th September 2019

Choppy water but no storm, yet The week has, yet again, felt tumultuous. The government’s Brexit strategy has been halted in its tracks by a miscalculation of the official opposition and internal Conservative Party opposition. Many commentators were also confounded,...

Cambridge Weekly Update – 2nd September 2019

Fattening ‘tails’ It does not happen often that market-moving news emerges after we have finished writing The Cambridge Weekly. Last week proved to be an exception. Having just commented on how politics and the prospect of fiscal easing by US and European governments...

Cambridge Weekly 27th August 2019

Populism politics reversing austerity? Following last week’s excitement over the yield curve inversions in the US and UK – which have been powerful recession predictors in the past – this week saw the return of calmer capital markets. World stock markets have...

Cambridge Weekly 19th August 2019

Market spat between bond and equity markets Last week, we suggested that the recent market pullback (down, then up to almost recovered) is unlikely to be the end of this bout of market volatility. Sure enough, markets became even more volatile over this week, despite...

Cambridge Weekly 12th August 2019

Bond markets unnerve equity markets – again We have repeatedly commented on these pages that the good mood in asset markets this year is more to do with central bank policy than a positive backdrop of the real economy. With poor economic fundamentals, central banks...

Cambridge Weekly 5th August 2019

The Elephant and the Little Old Lady: A tale of two Central Banks It was the best of times, it was the worst of times. Dickens’ immortal line roughly sums up the differing actions of two of the world’s major central banks this week. In the US, the Federal Reserve...

Cambridge Weekly Update 29th July 2019

The quick and the not-so-quick It’s official: May is out and Boris is in. But despite the political changes this could bring, currency markets hardly reacted. £-sterling started the month at €1=£0.897, and remains at that level at the time of writing. It has weakened...

Cambridge Weekly 22nd July 2019

…‘twere well it were done quickly It has been another reasonable week for risk assets, especially equities. At the time of writing, markets around the world are within a percentage point of last week’s highs. In the US, large cap stocks are floating just off the...

Cambridge Weekly Update 15th July 2019

Positioning for a summer of wait and see Cambridge’s investment team held its in-depth investment committee meeting last week, where we reflect on how the economy and capital markets have developed relative to our expectations from previous meetings and what may have...

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