Global | Don’t write off the consumer recovery just yet
Warnings that the consumer recovery in advanced economies may be faltering look premature. While there are near-term downside risks due to the rise of the Delta variant of the coronavirus, the recovery path was always going to be bumpy and drawn out. We continue to expect two strong years of consumer spending growth in 2021 and 2022.
What you will learn from this report:
- Warnings that the consumer recovery in advanced economies may be faltering look premature.
- While there are near-term downside risks due to the rise of the Delta variant of the coronavirus, the recovery path was always going to be bumpy and drawn out.
- We continue to expect two strong years of consumer spending growth in 2021 and 2022.
Tags:
Related Services
Post
UK: Supply constraints are probably less prominent in the south
The extent to which UK employers can respond to likely 2024 interest rate cuts with increased output, rather than rises in prices and wages, will partly reflect the extent of spare capacity. This will inevitably vary by region. Evidence on this is imperfect, but in terms of capital assets (including intangibles) and labour availability, southern regions appear to be in a stronger position than those in the UK's traditional industrial heartland.
Find Out More
Post
Global Private equity real estate fund maturities spur asset sales
We expect the significant increases in fund maturities, spurred by capital raised over the past decade, to exert upward pressure on the rate of asset disposals as the funds approach the end of their lifecycles.
Find Out More