by Cambridge Investments | Aug 5, 2024 | Uncategorised
Central bank week It’s been another nervy week for investors. Month-end positioning may have had a part to play in creating ups and downs, but most markets were more focused on interest rate decisions. The Bank of England (BoE) cut, the Bank of Japan (BoJ) hiked, and...
by Cambridge Investments | Jul 29, 2024 | Uncategorised
Don’t fear the rebalance The rough patch for global stocks continues. Equities had a fairly dramatic fall last Wednesday, led yet again by the US large-caps. Wednesday saw both the S&P 500 and the Nasdaq experiencing their worst single day losses since 2022, and...
by Cambridge Investments | Jul 15, 2024 | Uncategorised
Lower inflation, less profits? Last week has been an interesting one in capital markets. Global stocks are a nudge above where they were at the end of the previous week in aggregate, but this hides a great deal of variation. There was a steady climb early in last...
by Cambridge Investments | Jul 1, 2024 | Uncategorised
The business of politics, politics without policy Last Friday marked the end of the second quarter and the day after the first, and for Biden disastrous, televised debate of the 2024 US Presidential election – yet markets have been reasonably calm. Large...
