Asset prices in The Monday Briefing

Summer quiz


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Our summer quiz offers an eclectic test of knowledge, of pandemic-related developments, many in economics and business. The answers and a brief explanation of the factors at work are at the end of the quiz.

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Posted on 02/08/2021

Summer reading list


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You may not have been able to get to your preferred holiday haunt this year, but we hope that our summer reading list will offer a distraction wherever you spend your summer break. The eight articles are available free online, although some websites restrict the number of articles that can be accessed without charge each month.

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Posted on 26/07/2021

Stock market boom continues

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The S&P 500 closed on Friday at a new all-time high. Since last year’s pandemic-induced crash, the index has almost doubled in value, reflecting a surprising feature of the COVID-hit global economy – buoyant equities. Indeed, stocks have rallied since last March, when the global economy was on the verge of the deepest downturn in more than a century. So far, investors have shrugged off a deadlier second wave, further lockdowns, the more transmissible Alpha and Delta variants and, most recently, concerns over rising inflation.

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Posted on 05/07/2021

Commodity supercycle or normal cycle?

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Commodity prices have boomed over the last year, boosted by low interest rates and a snap back in global demand. The Goldman Sachs commodity index has risen by 55% from its low and the rally has been broad-based, lifting metals, oil and agricultural commodities.

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Posted on 14/06/2021

The coming infrastructure boom… and why it might not happen

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The saying “Never make predictions, especially about the future” is attributed to individuals as varied as the physicist Niels Bohr and the baseball player Yogi Berra.

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Posted on 24/05/2021

Cars: bust, boom, upheaval

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In late 2019 we wrote a Briefing arguing that the car industry is a bellwether of the global economy and of globalisation. A few months later the sector faced the most destructive downturn since the financial crisis.

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Posted on 04/05/2021

Creative destruction and the post-pandemic world

Creative destruction and the post-pandemic world

Recessions and shocks change the structure of the economy, accelerating the adoption of technology and new ways of working. Shrinkage in some sectors is accompanied by growth in others. The ‘K-shaped’ recovery is not new.

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Posted on 01/02/2021

Global slump, equity boom

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Strange though it might seem, amid the greatest economic downturn since the Depression, equities have soared. Markets had a dreadful start in 2020. The dawning realisation that the world faced a global pandemic triggered a crash, with global stocks losing a third of their value in the five weeks to 23 March. Since then, equities have staged a comeback, rising by 70% and shrugging off a rising death toll, the discovery of new, more contagious variants of the virus, further lockdowns, Brexit and America’s political turmoil. The world economy is significantly smaller today than it was a year ago, while global equity markets are 12% higher.

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Posted on 18/01/2021

Is the economic emergency beginning or ending?

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Join our next fortnightly COVID-19 webinar on Thursday, 3 December, at 13:00 GMT. We will discuss the impact of COVID-19 on the future of the city and what this means for the high street. Register here: https://event.webcasts.com/starthere.jsp?ei=1365454&tp_key=8f4d835e66&sti=mmb

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Posted on 30/11/2020

Deloitte Monday Briefing: US elections, UK lockdown

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Faced with choosing to write about the US elections or the lockdown in England in this week’s briefing we are doing the obvious thing and covering both.

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Posted on 12/11/2020