The Cambridge Weekly – 20th September 2022

The Fed at work and China snubs Putin The consequences of a European war continue to dominate our economy and markets, as it does throughout Western Europe and, to some degree, Asia. Meanwhile, seemingly unaffected by the rest of the world, the US is blazing its own...

The Cambridge Weekly – 12th September 2022

The end of eras With great sadness, we pass from the second Elizabethan age. Our Queen was a constant during this period of intensely rapid change. Across the political spectrum, we can acknowledge her ceaseless responsibility to her people. She retained her dignity...

The Cambridge Weekly – 5th September 2022

Waiting for policy action The summer is nearing its end and with it the return of the more typical English late summer climes. It may feel as if markets have taken a hint with their 5-day downdraft until last Thursday, although most outsiders will look at last week’s...

The Cambridge Weekly – 30th August 2022

Delicate equilibrium All eyes were on the world’s central bankers last week, who were guests of the US Federal Reserve (Fed) at its annual conference in Jackson Hole, Wyoming. Markets were particularly eager to hear what Fed chair Jay Powell had to say – hoping that...