Financial Times article. Interesting ReadA bullish article.. a good read on a deep red day.
https://www.ft.com/content/22569072-71bc-454a-a84b-79da36888fef
The big elephant in the room being recessionary pressures, but how much can fiscal policy effect phyiscal need... I think it will take a lot for people to change consumption habits, we've all become very used to our comforts.