The Cambridge Weekly – 6 December 2021

The pre-Christmas ‘quiz’ that not many want to play As the end of the investing year draws nearer, markets remain on edge, questioning everything that it thought it knew the answers to only very recently. But last week, central bank and government policy, inflation...

The Cambridge Weekly – 29 November 2021

New COVID variant flattens ‘Black Friday’ feeling It was a Thanksgiving week of mixed news. The European COVID case surge was surpassed in negative impact by the fears of a new variant emanating from South Africa. US markets hit new highs just before the holiday, but...

The Cambridge Weekly – 22 November 2021

Dollar strength and divergence caps a dull week for investors Despite the negative news flow, be it COVID or politics, UK consumers are proving their resilience once again, with both October retail demand and domestic consumer sentiment pointing up. Perhaps the...

The Cambridge Weekly – 15 November 2021

Central banks struggle with messaging Following five weeks of global equity markets inching higher every week, risk asset markets slowed even though, for once, economic data was actually offering reasons to believe that the worst of supply chain constraints may be...

The Cambridge Weekly – 8 November 2021

No tantrum over this taper October’s positivity across global stock markets spilled over into the first week of November. That is with the exception of China, which appears to be increasingly isolating itself from the rest of the world. Not only was its leader very...