The Cambridge Weekly – 28th November 2022

The Cambridge Weekly – 28th November 2022 Markets give thanks The last week of November is generally a quiet one for markets. Many professional investors head back to family homes in the days before Thanksgiving and will have already closed down their risk positions...

The Cambridge Weekly – 21st November 2022

Plugging the holes The Autumn Statement, budget-in-all-but-name, had been signposted as very likely to bring bad news to UK taxpayers, as the third Conservative government of this parliament changed course from Trussonomics back to Rishinomics. As we had suspected in...

The Cambridge Weekly – 14th November 2022

Signs of ‘peak inflation’ emboldens markets There were three big market-moving stories last week: the US midterm elections, the latest crash in the surreal world of crypto currencies, and the release of US inflation data for October. By last Friday, it was the...

The Cambridge Weekly – 7th November 2022

Diverging paths accompanied by seasonally scary messages Considering the gloomy news last week from central banks in the US and UK, investors enjoyed a decent enough start to November. Following on from the rebound over the second half of October, it has been welcome...

The Cambridge Weekly – 31st October 2022

US slows, Europe’s winter outlook improves, UK back to start The most turbulent October experienced by UK bond markets since 2008 is drawing to an end and one could easily get the impression nothing of significance happened. Sterling is back to where it traded just...