Friday 17/09/21

In MACRO, ENERGY & LOGISTICS NEWS, the US economy shows resilience, BoJo has an eye on the next election, Sunak is to unveil new fiscal rules, higher gas prices trigger fertiliser problems, Maersk goes bananas and Yodel heads for strikes. In CHINA CLAMPDOWN NEWS, Didi loses 30% of daily users and we look at some "insulated" China stocks. In RETAIL NEWS, John Lewis pulls through, Superdry makes a comeback, Games Workshop suffers, M&S shuts French outlets and The Hut Group plans to hive off its beauty division. In MISCELLANEOUS NEWS, car rental bounces back, the French lose out on subs while Rolls-Royce benefits, Nikola unveils its first actual truck and JP Morgan launches a digital bank. AND FINALLY, I bring you the ultimate (in my opinion) satisfying theme park...

 


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