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March: Back to Business
In this months note let’s explore how commodities and inflation squeeze the consumer and how the return-to-office is a once in a lifetime culture opportunity.
March is the month that everything kicks into gear. The holidays are behind us and the works back in earnest. Personally, the last month has been chaotic with wedding planning, projects and the return of MBA classes. But don’t worry, that schedule couldn’t suppress my reading appetite as I kept up with all my favourite economists, fund managers and random interests. In amongst all the words and stories there were two themes that stood out to me:
- How the left-right punch of COVID and conflict are squeezing consumers
- How the return-to-office push is a true culture and business opportunity
What I’ll be fascinated to see is how these two themes intertwine over the coming months and year. How rising oil and commodities prices will influence the decision to work from home or the office and how spending on lunches, transport and city bars will shape employment, domestic production and happiness. But before we get to delve into those questions, lets dive into those two key themes.
