Are we seeing the lasting effect of debt GDP brought forward? This is the effect one would expect and its a matter of how long it will last against the head winds of inflation.
Probably not a case of going over weight on retail but still maintaining a balanced exposure.
Big Indian summer and will this be the new weather pattern lasting into may? Should boast summer retail spending for an extra month or two!
Weekend trips to coastal resort centres look like they have a few more weeks to run yet!
Paradise!