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...

The Cambridge Weekly –10th June 2024

ECB’s Lagard makes rate cut history Rate cuts at last. In a heavily anticipated decision, the European Central Bank (ECB) cut interest rates for the first time in five years last Thursday. Perhaps more poignantly, it was the very first time in its 25 years existence...

The Cambridge Weekly –3rd June 2024

Consolidation Capital markets were in a dreary mood again last week, with global stocks generally ending the week down between 0.5 and 1%. That almost exactly tracks US stocks, with the S&P 500 losing just under 0.3% through the week. UK equities fared a little...