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The Cambridge Weekly – 7 January 2019

Britain in 2019: What the economists say Economists’ expectations for Britain in 2019 are in, and they don’t look good. This week, a survey conducted by the Financial Times of leading economists showed they expect Brexit uncertainties to cripple business investment and…
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The Cambridge Weekly – 24th December 2018

Fed tightens, market falls and economy keeps on going We wrote about our outlook for 2019 last week. After that slightly lengthy read, we thought a shorter note discussing what has caused market behaviour would be helpful. So, this week all eyes…
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The Cambridge Weekly – 17 December 2018

Regions UK It’s crunch time. After more than two years of back and forth, Britain’s ‘will they won’t they?’ drama with the EU is coming to a head. Or is it? The last few weeks may have been theatrical but…
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The Cambridge Weekly – 10 December 2018

Europe beyond Brexit As we approach Parliament’s historic vote on Theresa May’s exit deal with the EU, Brexit media chatter is building to a fever pitch. In all this noise, other EU news tends to get drowned out in the…
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The Cambridge Weekly – 3 December 2018

Markets unmoved by Carney carnage This next couple of weeks will be ones for UK history books. Theresa May’s Brexit deal faces an uphill battle when Parliament begins debate on Monday. Several MPs and one former Prime Minister have already…
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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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