Combine the mini retail boom with rising house prices and a return to risky lending in the City and you have all the ingredients for a very similar bubble bursting in another few years. For some – particularly politicians looking to rebuild our public finances – a short term spending splurge might be exactly what is wanted. It is certainly likely to help keep unemployment under control, which few would deny is a good thing. In the long run it might not just be the planet that suffers – investors too should be cautious about the sustainability of a consumer-led recovery. Dan Roberts, The Guardian.