In MACRO & OIL NEWS, a big US spending package is in the offing, the oil price rises and JPMorgan sells oil and defence while Maersk goes greener. In SUPPLY CHAIN NEWS, Asia's Covid impact has global implications, industries across the UK get hit (so Christmas could suffer), Imagination benefits from the chip shortage and Walmart offers delivery to others. In CONSUMER & RETAIL RELATED NEWS, South African unemployment hits eye-watering levels, Just Eat announces a load of call centre jobs, UK retail sales rise (but so do prices) and M&S appears to be on the right track. In MISCELLANEOUS NEWS, UK house sales tank in July, WeWork offers PAYG desks and OnlyFans has a disaster.AND FINALLY, I bring you some body language insights...
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