UK | Input shortages continue to escalate
Input shortages were the key theme of this week’s business surveys. Manufacturers continue to struggle with global component shortages, while producers and firms in the services sector reported problems finding labour. While activity growth remains strong, stock levels have fallen to record lows.
What you will learn:
- Component shortages may start to ease through H2 2021, but problems will not likely be fully resolved until 2022.
- The labour market situation is more nuanced and there are clearly some serious sector-specific issues. But the impending
end of the furlough scheme should ease some of the frictions that have become apparent in the services sector in recent months. - With no ONS releases published this week, business surveys took centre stage.
Tags:
Related Services
Post
Relative return index signals improving CRE attractiveness
Our latest global relative return index (RRI) signals that risk-adjusted investment opportunities in commercial real estate (CRE) should start to emerge this year before becoming more widespread in 2025. At this point, our baseline expected returns move higher than required returns, pushing the global all-property index above the 50 mark.
Find Out More
Post
South Africa: Elections 2024 | ‘ANC & friends’ election scenario
This Research Briefing sets out the first of four scenarios for South Africa's general election on May 29. In this scenario, the ANC wins over 46% of the vote share at the national level, and forms a government by working with small, constituency-based parties.
Find Out More