The Cambridge Weekly – 7th November 2022

Diverging paths accompanied by seasonally scary messages Considering the gloomy news last week from central banks in the US and UK, investors enjoyed a decent enough start to November. Following on from the rebound over the second half of October, it has been welcome...

The Cambridge Weekly – 31st October 2022

US slows, Europe’s winter outlook improves, UK back to start The most turbulent October experienced by UK bond markets since 2008 is drawing to an end and one could easily get the impression nothing of significance happened. Sterling is back to where it traded just...

The Cambridge Weekly – 24th October 2022

The world beyond the UK Given the volatility in UK politics last week, broader capital markets felt like a sea of calm in comparison. As far as the outcomes from the political side are concerned, markets had already priced in the upside on sterling, based on the...

The Cambridge Weekly – 17th October 2022

Change in the air It is not often that market action in the UK capital market moves the global capital market dial, given our domestic stock market comprises just 3.1% of the global total and 4.1% of the global total government bond market. However, over the course of...