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...

The Cambridge Weekly – 31st August 2021

Fed tapering: the ‘how’ matters more than ‘when’ Questions over when and how the US Federal Reserve (Fed) would begin tapering its monthly securities purchases has been much talked about over the last few months. But ahead of last Friday’s keynote speech at the...

The Cambridge Weekly – 16th August 2021

Climbing the Wall of Worry – Again August continues to be what one would expect from the middle of the summer: quiet. Yet for investors, it is also pleasing that stock markets around the world are gradually nudging upwards, allowing them to remain relaxed...

The Cambridge Weekly – 9th August 2021

Mega Techs Under the Cosh After an unexciting July in terms of investment returns, August has made a strong start, with US job markets figures delivering a much-appreciated positive surprise on Friday, while corporate earnings reports continue to support elevated...

The Cambridge Weekly – 2 August 2021

Summer lull as markets go through the motions We wrote last week that fortunes could be changing on the COVID front, with UK case numbers showing a decline from their (possibly temporary) peak. Since then, the 7-day average for daily cases has fallen for the first...