The Cambridge Weekly – 1 November 2021

Bond markets give central bankers a telling off Last week was generally positive for capital markets, although with one notable difference – this time bond investors were allowed to join in. Just as energy prices started stabilising, corporate earnings results proved...

The Cambridge Weekly – 25th October 2021

Confused or determined central bankers? Capital markets continued over the past week to recover just as gradually from the September/early October downdraft as they declined then. Many commentators put it down to the continued strong Q3 corporate earnings...

The Cambridge Weekly – 18th October 2021

Have we passed the peak of supply disruption? Last week we noted that October had picked up for investors where September had left off, namely equities slowly climbing down from the heights gained over the summer. As petrol availability returned even to London’s...

The Cambridge Weekly – 11th October 2021

Economy hits an air pocket October has carried on where September left off, with quite a bit of daily up and down for markets, but with a slight downwards trend. We deliver our end-of-month review of September in this week’s second article. For UK readers, the lack of...

The Cambridge Weekly – 4th October 2021

Rising yields are back The energy bottlenecks we wrote about recently became rather more personal for the large proportion of the UK population that are motorists. In fairness, the UK’s petrol station forecourt crisis has little to do with rising energy prices around...