by Cambridge Investments | Apr 8, 2025 | News
Markets respond badly to ‘Liberation Day’ ‘Liberation Day’ saw President Donald Trump unleash sweeping tariffs across the globe. In addition to a 10% baseline tariff affecting most countries, President Trump announced additional...
by Cambridge Investments | Mar 24, 2025 | News
Geopolitics continues to weigh on markets Despite a quiet week for US trade policy developments, President Trump continues to broker peace in the Ukraine-Russia conflict. Last week, Russian President Putin agreed to halt attacks on Ukraine’s energy...
by Cambridge Investments | Jul 22, 2024 | News
Shock, rotation, growth? Last week was an astounding week. Capital markets took the attempted assassination of Donald Trump as practical confirmation of his victory in the upcoming presidential election. Equities moved to price in his expected agenda of tax cuts and...
by Cambridge Investments | Jun 17, 2024 | News
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...
by Cambridge Investments | Jun 10, 2024 | News
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...
by Cambridge Investments | Jun 3, 2024 | News
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...