There's still a lot of confusion about what the sectors mean. I think it's going to take some time for the individual analysts to become familiar with their new companies.
The fall in unemployment is a bit of a surprise. There are no signs for the time being that wage inflation is picking up although the numbers next month will be critical.
It's very early to be drawing too many conclusions on the high street after the Christmas and New Year trading period. It's going to take some time for the full picture to unfold.