Investors' Glass Is More Than Half Full As Pub Positivity Returns

While we are enduringly positive people, at times over the last few years we've had to somewhat squint our eyes (and blur the vision) in order to be very positive about the economic data that we have been presented – be it inflation, cost-of-living, consumer spending or many other leading indicators.

Over the past few months, we have needed to squint less. Inflation is back down around 2%. Wage inflation is running higher than overall inflation, so people hopefully now feel they've more money in their pockets. This is starting to feed through in consumer confidence. We have a new government and with it what seems a more stable political landscape. There has even been a boost from England reaching the final of the Euros, and the odd sunny day as well.