Deficits, debt in The Monday Briefing

Lessons from past crises

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Today we are launching our “The COVID-19 crisis: Economic impact and policy responses” chart book, which is available here: https://blogs.deloitte.co.uk/mondaybriefing/2020/03/the-covid-19-crisis-economic-impact-and-policy-responses.html. The report will be updated weekly and aims to provide a graphical overview of the key economic developments of the COVID-19 crisis. Do feel free to use any of the charts in your own presentations.

Join our “Responding to COVID-19” webinar every Thursday at 13:00 GMT. Each week a panel of Deloitte experts are assessing the latest health, business and economic developments and discussing how organisations can navigate the emerging challenges. To register for this Thursday’s webinar, on 2 April, please visit:

https://event.on24.com/wcc/r/2246547/228A8CA86194F697F8A462DC575F6DC1

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Posted on 30/03/2020

Fighting the downturn

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Join our “Responding to Covid-19” webinar every Thursday at 13:00 GMT. Each week a panel of Deloitte experts will assess the latest health, business and economic developments and discuss how organisations can navigate the emerging challenges. To register for this Thursday’s webinar, on 26 March, please visit: https://event.on24.com/wcc/r/2236261/205AB242C502B596F079BFB95578079B

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Posted on 23/03/2020

Time to deploy the big bazooka

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Join our new “Responding to Covid-19” webinar every Thursday at 13:00 GMT. Each week a panel of Deloitte experts will assess the latest health, business and economic developments and discuss how organisations can navigate the emerging challenges. To register for this Thursday’s webinar, on 19 March, please visit:

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Posted on 16/03/2020

The economics of coronavirus

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Last week equity markets concluded that the spread of coronavirus has major implications for economic growth and corporate profits. Last week’s sell-off in US equities was the sharpest correction since the Great Depression in 1933. It is a measure of the concern of markets that the immediate reaction of US equities was greater than when news of the bankruptcy of Lehman Brothers broke in 2008.

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Posted on 02/03/2020

Housing drivers

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Spring seems to have come early for the UK housing market. The Royal Institution of Chartered Surveyors’ survey reported a sharp rise in new buyer enquiries and house price expectations in January. New instructions for house sales are rising at the fastest pace in over six years. House price inflation has edged up in the last couple of months.

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Posted on 24/02/2020

Slower growth, plentiful jobs

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One of the surprises of recent years has been the way in which, despite disappointing growth, unemployment has continued to fall. Britain’s growth rate has halved since the peak in 2014 yet the unemployment rate has maintained its downward trajectory and is now at the lowest level in over 45 years.

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Posted on 17/02/2020

Assessing the impact of coronavirus

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Coronavirus has quickly emerged as a risk to Chinese and global economic activity. The human effects matter most but the disease is having a marked impact on some areas of economic activity in China. The ultimate economic effect, is, like the path of the virus, unknowable. This week’s briefing reviews the evidence and looks at the lessons from previous infections.

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Posted on 10/02/2020

Britain 2000 vs 2020

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As we enter the third decade of the 21st century, this week’s briefing looks at how the UK economy and society have changed since the turn of the millennium.

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Posted on 03/02/2020

Year-ahead webinar Q&A

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We recently hosted our “Year-ahead webinar” to discuss the outlook for global growth with you. With limited time for Q&A, I was able to respond to only a few of the questions some of you posed. So, in this week’s briefing, the economics team and I respond to six additional questions, covering the themes that came up most frequently in your queries.

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Posted on 27/01/2020

Who made money in 2019?

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2019 was a good year for financial markets and investors, with global equities up 27% over the course of the year. All major asset classes ended 2019 up on the year and risk assets were clear outperformers.

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Posted on 20/01/2020