The Cambridge Weekly – 25th July 2022

Economy weakens but central banks persevere Global investors tend to be quite US-focused, as the world’s largest economy has an outsized impact on trends across the world. Last week though, attention was on the other side of the Atlantic. European economic data caught...

The Cambridge Weekly – 18th July 2022

Too hot, too cold Investors’ rough ride continued last week. Markets are being buffeted by the ups and downs of economic data and the resultant changing expectations for central banks. We had unexpectedly positive UK economic growth during May, while the continued...

The Cambridge Weekly – 11th July 2022

Markets not reflecting public fear The murder of past Japanese Prime Minister Abe is a reminder of how much we should value our public servants and politicians. We should be grateful to all our politicians that they are prepared to do a job we need so much. Whether...

The Cambridge Weekly – 4th July 2022

Energy price shock turns into central bank focal point More than two years since the COVID virus hit Europe, it is clear that most peoples’ livelihoods have been affected more by the policy ‘medicine’ than the virus itself. Of course, without those interventions which...

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...