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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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Tatton Weekly – 14 September 2018

Trade war or trade truce? According to reports this week, Treasury Secretary Steve Mnuchin has extended an invitation to the Chinese government for the resumption of trade negotiations. Officials in Beijing are now working on the details of a meeting…
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Perspective (North East) – Autumn 2018 Newsletter

Welcome to our Autumn 2018 newsletter. Please click here to download it. As always, the Perspective (North East) team is on hand to discuss all your financial and wealth management enquiries. Please contact us and we will be pleased to help.
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Tatton Weekly – 7 September 2018

Brexit Fudge Sterling went for a ride on Wednesday. After concerns over the lack of Brexit progress turned investors sour on the currency in the morning, a report containing much needed good news precipitated an almost-immediate 1.2% jump against the…
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Tatton Weekly – 31 August 2018

UK: Good news is bad news is good news For once, there was a double dose of Brexit positivity this week. Brexit Secretary Dominic Raab told Parliament that he was confident a deal with the EU is “within our sights”…
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