The Cambridge Weekly – 14 March 2022

Positioning for the energy price shock Global capital markets continued their wild ride last week, as market participants struggled to gauge by how much would Putin’s barbaric war on Ukraine dismantle their 2022 outlook for the global economy. Wild equity market...

The Cambridge Weekly – 7 March 2022

  A double edged sword During the course of the past week, the impacts of the war on global financial assets changed in nature. Last week, we wrote that minor sanctions were a help for asset prices even if the sanctions did not match the level of outrage. The...

The Cambridge Weekly – 28 February 2022

Back to the past As noted in our update on Friday, the global political theatre that Putin’s invasion of Ukraine brought about marks a paradigm shift that must not be underestimated, and is probably as defining as the opening up of the Soviet Union under Gorbachev in...

The Cambridge Weekly – 21 February 2022

Investors anxious for storms to blow over Another turbulent week in global stock markets on the back of little in terms of new news, but plenty of speculation of what may lie ahead. At the end of last week, real storms disrupted our lives while markets continue to...