Monday 22/03/21

In MACRO & VACCINE NEWS, China continues to recover, vaccine rollout in the USA continues apace but BoJo locks horns with the EU. In CONSUMER/RETAIL RELATED NEWS, UK confidence surges and Sunak holds off on online sales tax. In CHIP-RELATED NEWS, global shortages get worse, especially now with the fire at Renesas. In INDIVIDUAL COMPANY NEWS, GameStop is expected to post a profit, Clubhouse fills a gap and cinemas return. AND FINALLY, I thought I'd leave you with a food shop swap and dissolving peanuts...


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