{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/630c95da217a210012b7a018/64bbd25d081d3500114136a1?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"29 (part 2) - Paul Scott's roundup of the week's macro news","description":"<p>Main points covered this week -</p><p>Good news on UK inflation, which dropped more than expected, triggering a nice stock market rally.</p><p>Supermarkets - Tesco &amp; Sainsbury buying freeholds, highly indebted ASDA &amp; Morrisons selling them!</p><p>CMA report on supermarkets says they are not profiteering, their operating margin has actually fallen sharply.</p><p>Ocado - more terrible results, why is it worth £5bn?!</p><p>Chinese deflation?</p><p>Scrap IHT? Labour would probably reinstate it anyway, so so threat to IHT AIM strategies looks unlikely.</p><p>Accenture report says UK business confidence second highest in Europe, after Ireland.</p><p>10-year Gilt yield falls back from danger level to 4.27%</p><p>UK consumer confidence sharply down in July.</p><p>Better than expected retail sales, per ONS.</p><p>Danger of brand damage from shrinkflation - Andrex - soft, strong? Or very wrong?!</p>","author_name":"Paul Scott"}