Consumer, pay, jobs in The Monday Briefing

Christmas quiz


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Our Christmas quiz covers an eclectic mix of topics, many related to economics and business. The answers and a brief explanation of the factors at work are below each question.

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Posted on 06/12/2021

A slower-growth China

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A New Winter of Discontent? Join us for a webinar this Wednesday morning where I’ll be discussing with a panel of Deloitte specialists, along with Jaguar Land Rover’s finance director, Chris Tye, whether rising inflation, supply bottlenecks and labour shortages mean we are heading for a new Winter of Discontent.
Timing: Wednesday, 24 November 2021, 08:30-10:00 GMT
Register here

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Posted on 22/11/2021

Gas crunch – higher prices, lower growth

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The economic dislocations caused by the pandemic show no sign of abating. After a summer of eye-watering used car prices, milkshake and chicken shortages, now come soaring gas and electricity costs.

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Posted on 27/09/2021

Inflation: Please, not back to the 1970s

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In the wake of a blisteringly fast economic recovery have come bottlenecks, supply shortages and inflation. Over the summer the US Federal Reserve’s favoured measure of inflation hit the highest levels in almost 30 years. Unexpected though it is, today’s inflation surge is widely seen as temporary.

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Posted on 20/09/2021

Semiconductors to milkshake shortages: What to do about supply chains

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The dislocation between supply and demand created by the pandemic is starting to weigh on the recovery. Growth is being held back by supply problems, labour shortages and rising prices. Along with the effects of the Delta variant, such supply issues led to a sharp drop in China’s Caixin index of service activity in August, leaving the sector contracting for the first time since COVID-19 hit early last year. In the US Friday’s payroll data, one of the most important economic releases of the month, came in far below market expectations. Respondents to the UK manufacturing PMI index blamed shortages of materials, shipping capacity and staff for decelerating output growth in August.

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Posted on 06/09/2021

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

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

Britain’s surprising jobs market

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Among the many unusual features of the recession perhaps the most striking is the resilience of jobs market. Unemployment rates have risen, but far less than had been feared based on the experience of recent recessions.

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Posted on 07/06/2021

Public spending, debt and inflation: what’s next?

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Join me for our Spring economic update webinar on Tuesday, 30 March, 14:30–15:30 GMT. To register please visit: https://event.webcasts.com/starthere.jsp?ei=1440317&tp_key=533939db50

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Posted on 15/03/2021