Tuesday 11/05/21

In MACRO, COMMODITIES & CURRENCY NEWS, China's population growth slows, iron ore is just one part of the commodities boom, a US pipeline gets attacked, renewables grow at their fastest rate and the pound strengthens. In CONSUMER/RETAIL NEWS, American consumers spend on hotels and secondhand cars, UK consumers look at private schools, Hotel Chocolat aims to repay furlough, Pret joins Tesco and Greggs get back on track but jobs are still vulnerable. In INDIVIDUAL COMPANY NEWS, Meituan gets into hot water, THG does a deal with Japan's SoftBank and Panasonic looks vulnerable. AND FINALLY, I bring you an amazing bacon and eggs skatepark...


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