Economy Archives - Perspective Group

Financial Plans are (almost) Worthless. Financial Planning is Invaluable.

As you probably can imagine, these articles can take some time to produce. It can be a gap of some weeks from the moment it pops up as a diary entry to when it arrives to you. This…

9th August 2022

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The Cambridge Weekly – 1st August 2022

Positive returns amidst negative sentiment For a second consecutive quarter, the US economy shrank in real terms. Yet the US Federal Reserve (Fed) raised interest rates by another 0.75% last Wednesday because the US economy is too strong. We write,…

1st August 2022

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The Cambridge Weekly – 25th July 2022

Economy weakens but central banks persevere Global investors tend to be quite US-focused, as the world’s largest economy has an outsized impact on trends across the world. Last week though, attention was on the other side of the Atlantic. European…

25th July 2022

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The Cambridge Weekly – 18th July 2022

Too hot, too cold Investors’ rough ride continued last week. Markets are being buffeted by the ups and downs of economic data and the resultant changing expectations for central banks. We had unexpectedly positive UK economic growth during May, while…

18th July 2022

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The Cambridge Weekly – 11th July 2022

Markets not reflecting public fear The murder of past Japanese Prime Minister Abe is a reminder of how much we should value our public servants and politicians. We should be grateful to all our politicians that they are prepared to…

11th July 2022

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The Cambridge Weekly – 4th July 2022

Energy price shock turns into central bank focal point More than two years since the COVID virus hit Europe, it is clear that most peoples’ livelihoods have been affected more by the policy ‘medicine’ than the virus itself. Of course,…

4th July 2022

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The Cambridge Weekly – 27 June 2022

Public sentiment vs economic realities Through much of this second quarter, the financial market narrative has been about inflation. Last week the Office for National Statistics (ONS) informed us that inflation as measured by the Consumer Price Index (CPI) rose…

27th June 2022

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The Cambridge Weekly – 20 June 2022

Linchpin oil price As central banks around the world were busy reasserting their authority and credibility as the guardians of monetary stability, the previous week’s stock market wobble turned into a fully-fledged rout last week. The growth concerns that preoccupied…

20th June 2022

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The Cambridge Weekly – 6 June 2022

Rollercoaster for the Jubilee funfair Party stalls went up and libations flowed for the Platinum Jubilee. But no fairground is complete without some thrilling rides. Over the last month, capital markets chipped in with a rollercoaster of their own: equity…

6th June 2022

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The Cambridge Weekly – 30 May 2022

As recession talk subsides, inflation pressures increase As we reach the final days of May, markets appear to be calming down. Stock markets achieved a positive week and credit spreads – the proverbial canary in the coalmine ahead of recessions…

30th May 2022

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