The Cambridge Weekly – 27th September 2021

Wall of worry time The UK received worrying economic news on multiple fronts last week, with several utility companies going under and the prospect of steep rises in winter heating costs, petrol stations running out of fuel, gaps on supermarket shelves, and the Bank...

The Cambridge Weekly – 20th September 2021

End of the re‐opening honeymoon We are halfway through September and investors have not experienced a continuation of the positive returns picture of the summer months. This is despite COVID restrictions gradually lifting (not only in the UK) and an on‐track economic...

The Cambridge Weekly – 13th September 2021

Paying for it – the major economies ponder their balance sheets Recently we noted the increasing importance of fiscal policy, and sure enough last week the UK kicked-off the new school year with a big fiscal bang. National Insurance contributions are on the...

The Cambridge Weekly – 6th September 2021

Politics and policy sit at the head of the table Last week felt a bit like the whole month of August. Equity markets (North America and Europe) were in the green, and then last Friday expressed their disappointment over the weak US jobs report. Market participants...