Wake Up to Money Conference Calling
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Sep 29, 2025 Join April LaRousse, market analyst at Insight Investment, as she dissects gilt yields and consumer sentiment affecting retail with Mike Tompkins, Chairman of M&M. They discuss the implications of the government's loan guarantee for Jaguar Land Rover and its suppliers. Catherine McLeod, former adviser to Alistair Darling, shares insights on Labour's strategies to balance public finances while rebuilding business trust. Plus, discover how Oasis fans outspent Taylor Swift's supporters during their reunion tour!
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Labour's Business-Facing Priorities
- The Labour conference foregrounds youth employment and immigration as business-facing priorities.
- Rachel Reeves plans a paid-work guarantee for long-term unemployed young people to reassure markets and voters.
Get Aid To The Whole Supply Chain
- Ensure rescue funds reach all tiers of a complex supply chain, not just tier-one suppliers.
- Design distribution terms so money flows quickly down to tier two, three and four suppliers to avoid collapses.
Loan Size May Be Insufficient
- JLR's cash burn and supply-chain complexity make a £1.5bn guarantee possibly insufficient.
- Short-lived stock, curing processes and limited warehousing mean simple stock-buying won't solve supplier cash flow.