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April 2021
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Wall Street Journal (April 13)

2021/ 04/ 14 by jd in Global News

“The great car-chip shortage is bad for the auto industry, but only temporarily. The real losers are consumers who need wheels to get back to work.” Investors remain unfazed. “Investors can afford to remain relaxed about the chip shortage… there is an offset for manufacturers: Those cars they do ship this year could carry unusually high margins.”


Financial Times (April 3)

2021/ 04/ 05 by jd in Global News

“Trading by amateur US investors has ebbed as popular bets stumble and vaccine programmes prompt consumers to focus on holidays and big purchases rather than have-a-go market speculation.”


Guardian (February 10)

2021/ 02/ 11 by jd in Global News

“Across the UK, firms and consumers are discovering costs of Brexit that Mr Johnson denied. That denial was born of a failure to understand the trade-off between regulatory autonomy and market access. The prime minister swapped seamless trade for notional sovereignty and passed the cost on to unsuspecting businesses. Naturally, he wants to blame the EU for any pain. These are not teething troubles in implementation of the deal. They are the deal.”


CNN (December 7)

2020/ 12/ 08 by jd in Global News

“With days left to reach a trade deal with the European Union, the stakes have never been higher.” Boris Johnson “will have to decide whether sticking to his guns on national sovereignty… makes real-world sense given the economic price the United Kingdom will pay if negotiations fail.” In a no-deal exit “UK companies, already reeling from the pandemic, would lose tariff-free, quota-free access to a market of 450 million consumers that is currently the destination for 43% of British exports.”


Atlanta Journal Constitution (November 17)

2020/ 11/ 18 by jd in Global News

“Despite five consecutive months of growth, Georgia has 366,000 fewer people employed than before the pandemic.” Though seasonal work is often “low-paid and short-term,” many people are now desperate for whatever “they can find.” This year, however, “traditional stores are struggling as consumers venture out less ahead of the holiday shopping season. Many businesses have delayed hiring plans, unsure about demand for their goods and services.”


WARC (October)

2020/ 10/ 30 by jd in Global News

“Almost two-in-five marketers (38%) in Asia Pacific are allocating more than 30% of their budgets on mobile marketing and advertising, according to data from WARC and the Mobile Marketing Association (MMA)…. In APAC, mobile commerce is far more popular than across other regions which makes it all the more important to master the e-commerce experience as consumers look to shop online more post-COVID.”


Reuters (October 19)

2020/ 10/ 20 by jd in Global News

“China’s economic recovery accelerated in the third quarter as consumers shook off their coronavirus caution, although the weaker-than-expected headline growth suggested persistent risks for one of the few drivers of global demand.”


Bloomberg (September 24)

2020/ 09/ 25 by jd in Global News

“As the likelihood of additional federal stimulus fades, U.S. stock investors are returning their focus to the coronavirus pandemic and not liking what they see.” Consumers are again cutting back and “the prospects for a vaccine in the next few months have also waned just as the latest data shows an uptick in cases.” Moves by the Federal Reserve and “$3 trillion of federal stimulus helped fuel a torrid five-month rally that began in March,” but “their limitations have become clear.”


New York Times (May 30)

2020/ 06/ 01 by jd in Global News

“E-commerce has been embraced for all manner of goods and services — books, travel, groceries, electronics — but auto sales have resisted the trend.” Consumers do frequently conduct research over the internet, but ultimately “have gone to dealers for most transactions. With the coronavirus and stay-at-home orders, that is changing.”


WARC (May 7)

2020/ 05/ 10 by jd in Global News

“Marketers are readying themselves for a post-pandemic world in which consumer behaviours have changed, but they should consider not just what those behaviours are but why they have emerged so quickly.” Underlying attitudes may not actually shift deeply given the change was abrupt and largely unwilling.


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