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...
by Cambridge Investments | May 28, 2024 | Uncategorised
Nvidia versus the Fed Following the strong upwards surge in stocks and bonds at the beginning of May, capital markets have recently moderated and were mostly flat, to slightly down, overall last week. Britons were preoccupied with Rishi Sunak’s surprise election call...
by Cambridge Investments | May 13, 2024 | Uncategorised
A blooming May for the UK Stocks and bonds have had a good week again, revelling in the after-effects of the previous week’s US Federal Reserve meeting, and signals of a tepid US jobs market in the April employment report. Hong Kong stocks did particularly well, after...
by Cambridge Investments | May 7, 2024 | Uncategorised
Still sticking to the plan Equity and bond markets have had a reasonably good week, with policy makers helping to calm nerves. Geopolitical concerns retreated further; the US and Saudi Arabia are close to a bilateral agreement which may well include the formal...