by Cambridge Investments | Sep 9, 2019 | News
Choppy water but no storm, yet The week has, yet again, felt tumultuous. The government’s Brexit strategy has been halted in its tracks by a miscalculation of the official opposition and internal Conservative Party opposition. Many commentators were also confounded,...
by Cambridge Investments | Sep 2, 2019 | News
Fattening ‘tails’ It does not happen often that market-moving news emerges after we have finished writing The Cambridge Weekly. Last week proved to be an exception. Having just commented on how politics and the prospect of fiscal easing by US and European governments...
by Cambridge Investments | Aug 27, 2019 | News
Populism politics reversing austerity? Following last week’s excitement over the yield curve inversions in the US and UK – which have been powerful recession predictors in the past – this week saw the return of calmer capital markets. World stock markets have...
by Cambridge Investments | Aug 19, 2019 | News
Market spat between bond and equity markets Last week, we suggested that the recent market pullback (down, then up to almost recovered) is unlikely to be the end of this bout of market volatility. Sure enough, markets became even more volatile over this week, despite...
by Cambridge Investments | Aug 12, 2019 | News
Bond markets unnerve equity markets – again We have repeatedly commented on these pages that the good mood in asset markets this year is more to do with central bank policy than a positive backdrop of the real economy. With poor economic fundamentals, central banks...
by Charles Penn | Aug 5, 2019 | News
The Elephant and the Little Old Lady: A tale of two Central Banks It was the best of times, it was the worst of times. Dickens’ immortal line roughly sums up the differing actions of two of the world’s major central banks this week. In the US, the Federal Reserve...
