Monday Macro – Charts to make you think, and Earnings week

Plus, a more problematic UK picture. And why Covid and WFH explains everything stateside.

Back to normal this week, with investment ideas coming up on Wednesday and the usual further reading links on Friday. One reminder – as of February, I will be increasing the subscription fee from £50 annually/£5 a month to £60 annually/£6 a month. So, if you haven’t subscribed, it might be a good idea to do so now; see the button below.

I’ll also launch …