Brexit economic uncertainty or seasonality? Why the restaurant sector is seeing a decline

Brexit: Economic Uncertainty or Seasonality

Why is the restaurant sector seeing a decline? Economic uncertainty following Brexit and Trump has reduced the disposable incomes of many, increasing the preference of “dining in” as opposed to “dining out”. Restaurants: like-for-like sales -0.6% Pubs: like-for-like sales -1.2% YOY sales: -1.0% Intent to go out: -2.93% Political impact on decision to go out: […]

US election response matters

Statue of Liberty: investment opportunities in the wake of Trump

Many investors and fund managers had hoped that the surprise Brexit result was a one off.  It couldn’t possibly happen again, could it?  The underdog pulling on the emotive strings of the populist vote above reason, logic and to some extent humanity.  And that’s before we get to the details of international trade relations, internal […]

US Elections 2016: analysis and prediction

US Elections, analysis and prediction

Love them or hate them, someone is going to win the US Elections 2016. Observations: Trump consistently gets stronger responses than Clinton, even when they are negative. The audience either explicitly displays intense admiration or intense hatred for Trump. Trump scores lower for “correctness”, but scores higher for engagement. Check our graphics report to learn […]