The Cambridge Weekly – 27 June 2022

Public sentiment vs economic realities Through much of this second quarter, the financial market narrative has been about inflation. Last week the Office for National Statistics (ONS) informed us that inflation as measured by the Consumer Price Index (CPI) rose from...

The Cambridge Weekly – 20 June 2022

Linchpin oil price As central banks around the world were busy reasserting their authority and credibility as the guardians of monetary stability, the previous week’s stock market wobble turned into a fully-fledged rout last week. The growth concerns that preoccupied...

The Cambridge Weekly – 13 June 2022

Reading between the lines After the resurging positive sentiment of past weeks, markets were last week once again showing signs of fragility – the mood was decidedly ‘risk off’. We could characterise this as growth scepticism, or more wariness that inflation will...

The Cambridge Weekly – 6 June 2022

Rollercoaster for the Jubilee funfair Party stalls went up and libations flowed for the Platinum Jubilee. But no fairground is complete without some thrilling rides. Over the last month, capital markets chipped in with a rollercoaster of their own: equity indices...