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...

The Cambridge Weekly –28th May 2024

Nvidia versus the Fed Following the strong upwards surge in stocks and bonds at the beginning of May, capital markets have recently moderated and were mostly flat, to slightly down, overall last week. Britons were preoccupied with Rishi Sunak’s surprise election call...