The Cambridge Weekly – 10th October 2022

Reading the runes of last week’s market bounce Market volatility has been in the air all year and, given the macroeconomic backdrop, this is not at all surprising. A weakening global economy marred by war and labour market-driven supply squeezes, while simultaneously...

The Cambridge Weekly – 3rd October 2022

Loss of trust Last week provided the evidence for the fragility of capital markets as they grappled with the strain of transitioning from an ultra-low interest rate environment, back to the one we knew before the global financial crisis of 2008. A policy mistake...

The Cambridge Weekly – 26th September 2022

Competing policy measures leave markets worried The last two weeks have been sobering for investors world-wide, with all major markets (including bond markets) falling between 5% and 10%. This has come after an encouraging recovery rally over the summer  that was...