by Cambridge Investments | Aug 1, 2023 | News
Rate rises bouncing off ‘Teflon’ markets Equity markets continue to be buoyant after the rate rises in Europe and the US. Some market participants have been calling this the ‘Teflon market’ because nothing sticks to it. We would rather think of it as a sort of running...
by Cambridge Investments | Jul 24, 2023 | News
Another inflation driver turns over Last week’s markets have, yet again, revolved around inflation, wages and profit margins. In the UK, we finally got a little of the good news that has been stoking US markets. Inflation wise, June turns out to have been not so bad....
by Cambridge Investments | Jul 17, 2023 | News
Core inflation slowdown equals upbeat equity markets We wrote last week that markets had come to expect another round of significant interest rate rises from central banks, and that risk assets such as equities were likely to come under some pressure. At the end of...
by Cambridge Investments | Jul 10, 2023 | News
Markets sour on news of resilient economy Last week we commented how the second quarter’s positive stock market returns were driven by a somewhat surprising improvement in investor sentiment. It’s surprising for several reasons. At the end of March, fear was...
by Cambridge Investments | Jul 3, 2023 | News
A glass half-full half year Halfway through 2023 and, all in all, things have been fair-to-middling for markets. We’ll have a more detailed run-through of asset class performances in next week’s Weekly, but an assessment of the changing economic and markets landscape...
by Cambridge Investments | Jun 26, 2023 | News
Markets catching up with reality Following three weeks of ‘not a lot of news’ being good news for stock markets, bad news dented investor sentiment last week. This has coincided with some reversal of global liquidity, as the US government is once again stepping up...
