UK Financial Pulse: Technology Drives Growth, Oil Drives Inflation and the Budget Looms Large

Key Points from the Week: The UK economy has delivered stronger-than-expected momentum, with July GDP expanding 0.4% against expectations of no growth, driven by services activity and meaningful contributions from…

Continue ReadingUK Financial Pulse: Technology Drives Growth, Oil Drives Inflation and the Budget Looms Large

UK Financial Pulse: Multi-Decade Gilt Highs, Budget Countdown and a Deal Market That Won’t Pause

Key Points from the Week: The UK economy is showing tentative signs of improvement, with permanent hiring returning to growth for the first time in almost four years, services activity…

Continue ReadingUK Financial Pulse: Multi-Decade Gilt Highs, Budget Countdown and a Deal Market That Won’t Pause

UK Financial Pulse: Debt at 30-Year Highs, Windfall Tax Fears and a Sector Building Ahead of the Budget

Key Points from the Week: The UK economy continues to show resilience, but the fiscal and monetary policy outlook is growing more complex by the week ahead of Chancellor Healey's…

Continue ReadingUK Financial Pulse: Debt at 30-Year Highs, Windfall Tax Fears and a Sector Building Ahead of the Budget

UK Financial Pulse: Consumer Confidence Up, Gilt Yields Above 5% and a Deal Market in Full Swing

Key Points from the Week: The UK enters the final stretch before the October Budget with a more positive growth backdrop but increasingly difficult fiscal constraints. Services PMI rose to…

Continue ReadingUK Financial Pulse: Consumer Confidence Up, Gilt Yields Above 5% and a Deal Market in Full Swing

UK Financial Pulse: Stronger Growth, Higher Tax Fears and a Sector Still Moving With Purpose

Key Points from the Week: The UK economy delivered a stronger-than-expected performance in Q2, expanding 0.4% despite the energy shock and geopolitical uncertainty, with services and AI-related activity contributing significantly…

Continue ReadingUK Financial Pulse: Stronger Growth, Higher Tax Fears and a Sector Still Moving With Purpose

UK Financial Pulse: Growth Returns, Gilt Markets Strengthen and Financial Services Builds On

Key Points from the Week: The UK economic outlook showed tentative signs of improvement this week, with the services sector returning to growth in July as new orders and business…

Continue ReadingUK Financial Pulse: Growth Returns, Gilt Markets Strengthen and Financial Services Builds On