Covid has been declared over by popular assent. The virus will have other ideas, but for now, the population is free to do what it wants and, more or less, what it wants to do is go and see a match, go for a pint, and see its friends. As it goes about these fundamentally human pursuits, the population is going to spend money. Where it spends this money, on what, and how much of it gets spent will define the character of the recovery we will see over the coming years.  I wrote back in March last year there…

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