The Monday Briefing
A succinct and eclectic weekly take on economics and finance from Ian Stewart, Deloitte's Chief Economist in the UK
The long COVID recovery
Join our next fortnightly COVID-19 webinar on Thursday, 22 October, at 13:00 BST where we will cover public health and economic developments in China, Germany and the UK. Register for this and our upcoming webinars: https://event.webcasts.com/starthere.jsp?ei=1365454&tp_key=8f4d835e66
View on-demand content: https://www2.deloitte.com/uk/en/pages/about-deloitte-uk/articles/covid-19-webinars.html
Our latest Chief Financial Officers Survey, released overnight, shines light on the plans of the UK’s largest corporates as we enter a new period of restrictions. The full report is available at: https://www2.deloitte.com/uk/en/pages/finance/articles/deloitte-cfo-survey.html
When cash becomes digital
Join our next fortnightly COVID-19 webinar on Thursday, 22 October at 13:00, BST where we will cover public health and economic developments in China, Germany and the UK. Register for this and our upcoming webinars: https://event.webcasts.com/starthere.jsp?ei=1365454&tp_key=8f4d835e66
Home working and the future of cities
Join our next fortnightly COVID-19 webinar on Thursday, 8 October, at 13:00 BST with our regular speakers Ian Stewart and Karen Taylor assessing the economy and public health. We will also be joined by Raoul Ruparel, a former 10 Downing Street special adviser, discussing the interplay between Brexit and COVID-19 and its impact on business planning. Register for this and our upcoming webinars: https://event.webcasts.com/starthere.jsp?ei=1365454&tp_key=8f4d835e66
View on-demand content: https://www2.deloitte.com/uk/en/pages/about-deloitte-uk/articles/covid-19-webinars.html
From job retention to job support
The COVID-19 Economics Monitor provides a succinct, easy-to-navigate guide to the global health, economic and financial impacts of the pandemic: https://www2.deloitte.com/uk/en/pages/
finance/articles/covid-19-economics-monitor.html
Governments across Europe face a hard balance between public health and economic activity as they combat a resurgence in COVID-19 cases.
US election - polls, prospects, risks
Join our next COVID-19 webinar this Thursday 24 September, 13:00 BST with our regular speakers Ian Stewart and Karen Taylor assessing where we stand on the economy and public health. We will also be joined by Rick Lester, COO, Risk Advisory, and Paul Lee, global head of TMT research, discussing the return to work and how it’s been assisted by technology. To register for this 30-minute webinar please visit: https://ukinfo.deloitte.com/
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Analysing the latest health data
A personal view from Ian Stewart, Deloitte's Chief Economist in the UK. To subscribe and/or view previous editions just google 'Deloitte Monday Briefing'.
What happened over the summer
Following a break over the summer our COVID-19 webinar returns this Thursday, 10 September, at 13:00 BST. Our regular presenters, Ian Stewart and Karen Taylor, will assess where we stand on the economy and public health as we head into the final quarter of the year. To register for this 30-minute webinar please visit: https://ukinfo.deloitte.com/kR0Ew0250MA02GQmQr01U0I
Shocks, recessions and recoveries – lessons from history
In their response to the pandemic, Western governments have learned and applied many of the lessons of past crises.
Distancing, not deglobalisation
Future historians are likely to conclude that a phase of breakneck globalisation that started in the 1970s drew to an end in the wake of the financial crisis 12 years ago. They will surely see the 2020 pandemic as having dealt a further, heavy blow to globalisation.
Resilience in a downturn
The pandemic has been vastly disruptive, arguably more so than any single event since the last war. It has also prompted powerful responses from government and the private sector. This week’s briefing considers six examples of adaptability and resilience.
Assets returns so far this year
One of the more remarkable features of the COVID-19 crisis has been the yawning gap between collapsing economic activity and rising equity markets. Investors had a torrid start to the year with the pandemic driving down risk assets and global equities by almost a third between by 23 March. But since then equities have staged a remarkable comeback and the global market is now down by just 1% so far this year.