by Charles Penn | Apr 23, 2019 | News
ECB stimulus U-turn leaves markets unimpressed Last week, we wrote about the impressive 25% market recovery the Chinese stock market had witnessed since the beginning of the year. This week, the Chinese leadership demonstrated that it dislikes stock market exuberance...
by Charles Penn | Apr 23, 2019 | News
£-Sterling ‘applauds’ prospect of Brexit delay The last week of February was void of significant economic or monetary market drivers, which left global investors to observe the political news-flow. The US President and UK’s Theresa May were therefore quickly...
by Charles Penn | Apr 23, 2019 | News
Progress? We prognosticated in January that we thought it likely that the impossible US President Trump would reach a trade deal with China before the hapless UK prime minister would achieve a constructive divorce settlement with the EU. This week both issues appeared...
by Charles Penn | Apr 23, 2019 | News
Investment perspectives for different Brexit outcomes As the market recovery resumes, Trump and Brexit will determine its longevity Corporate earnings: Sunny first, potential for drizzle later Corporate earnings growth is underpinning the ongoing recovery, but can it...
by Cambridge Investments | Feb 11, 2019 | News
Is 2019’s market recovery beginning to stutter? After one of the worst Decembers for global investors since the Great Depression, followed by the best January since 1987, February has started not too badly for investors. While up overall, the 7th week of the 2019...
by Cambridge Investments | Feb 4, 2019 | News
Turnaround?; US economy slowing but not stopping; Gold and real yields; Huawei, 5G and the US-China trade war. Cambridge Weekly Update 4th February 2019
