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The Cambridge Weekly – 26 November

US economy – weaning off cheap credit During 2018 the US economy has once again been the global growth engine, after demand from China and business activity in Europe slowed. But with stock markets in the US now caught in…
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The Cambridge Weekly – 19 November

Oil rollercoaster (again) or price ‘reset’ Since the Q1 2016 lows of the oil price in the $30/bbl range the price oil seemed to know only one direction and that was up. However, when the oil price for Brent hit…
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The Cambridge Weekly – 5 November 2018

‘Shocktober’ was spooky but have markets undershot fundamentals? Well that felt scary. Global equity markets suffered a collective $8 trillion valuation loss during October – leaving many indices in correction territory (a drop of -10% from a peak). While the longest…
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The Cambridge Weekly – 29 October 2018

Turning point in Asia? The global stock market sell-off that’s been running for all of October struck Asian markets hard this week. Despite a cooling off in European markets and a higher opening for Wall Street futures, Thursday saw selling…
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The Cambridge Weekly – 22 October 2018

Is Brexit keeping a lid on UK interest rates? Those observing the UK’s steadily improving macroeconomic data points may well come to the impression that, if it wasn’t for Brexit, UK interest rates would otherwise be following their US peers…
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The Cambridge Weekly – 15 October 2018

Autopsy of a stock market sell-off Last week, we wondered why stock markets had not reacted more negatively to the latest upward wave of bond yields, when this had led to a formidable stock market correction back in February. As…
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The Cambridge Weekly – 8 October 2018

Italy lives up to its reputation – again As Mark Twain (probably) didn’t say, “History doesn’t repeat itself, but it often rhymes”. Maybe so, but with certain news stories you can’t help but feel like you’ve heard this song before….
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The Cambridge Weekly – 1 October 2018

End of an era for the Fed The era of unprecedented monetary easing has ended not with a bang but with a whimper. That is, in the US at least. Tariffs mitigation – the world’s reaction to America First As you would…
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The Cambridge Weekly – 24 September 2018

UK economy defying Brexit gloom The UK economy is looking brighter after recent data. Following last week’s news that the quarterly growth rate was at its fastest pace in over a year (+0.6%), data this week showed that retail sales…
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UK economic growth disappoints

Mounting speculation over inflation drove up government bond yields around the world in the middle of April, and the benchmark UK gilt yield closed as high as 1.54% during April. Sterling rallied against the US dollar in the middle…
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