This week we’re sharing retail insights from Jessica Clayton, Head of Retail Transactions and David Larsson, a Partner in EY Parthenon. EY research shows UK retailers displaying more discount discipline during Black Friday week itself, when compared to 2016. But, the extended season, slipping sales and growing pressure on consumers doesn’t bode well. Retailers will … More Retail focus: Black Friday….Red January?
This time three years ago, we wrote a blog wondering if we’d seen an end to Eurozone-inspired summer volatility. This week, we’re wondering if what looks like an economic turning point and some surprise central bank moves will herald volatility’s return. Political uncertainty, contradictory data and central bank surprises might just be enough to break through this QE-assisted calm … More Will volatility return this summer?
This week we highlight seven charts, taking us through the maelstrom of market themes that we take into summer. It is still a hopeful picture, but not as benign as some indices suggest. Liquidity may smooth over a multitude of stresses for some time yet, but some pinch-points are still emerging.
This week’s guest editor is Alan Hudson, Head of UK and Ireland Restructuring. Inflation to the left of me, online rivals to the right…many of our retailers really do look stuck in the middle, squeezed between rising economic and structural challenges in 2017. This week, we’re looking at the EY ITEM Club’s latest thinking on the … More Why retail?
After quite a week for the United Kingdom we take stock of where we are. It seems that we won’t know for some time what shape the UK’s reformed relationships will take. So, for now, we can only assess the impact of uncertainty – including a weaker pound – and look at the pinch points … More BREXIT: sector challenge & opportunity
What a start to 2016! Bear markets, $28 oil and talk of further easing and even US recession! Markets are probably over-reacting, but – as we’ve said before – this is what happens when investors wander along the yield curve to unfamiliar places. They get spooked when it gets dark and make monsters out of … More When we said there’d be trouble…
Takeaways: Our world is changing rapidly and unpredictably. We’ve picked a few areas to highlight this week, starting with a startling BREXIT poll that could reflect a broader inward turn across Europe. The UK’s version of Black Friday will be a reflection of retail’s changing landscape – turned up to 11. Moves in high-yield markets … More Changing landscapes: from BREXIT to high yield via the sales.