Daily-Wrap

Macro Update:The UK unemployment rate rose to 5.2% in the three months to December 2025, reaching its highest level since 2021. According to the Office for National Statistics, 1.88 million people are now unemployed as hiring cools following recent tax hikes, while annual wage …

Macro Update:The UK economy remains fragile, with GDP growth stalling at 0.1% alongside a Bank of England rate hold at 3.75%. While manufacturing is rebounding, stagnant services and rising unemployment projections to 5.4% signal ongoing macroeconomic pressure through 2026.

Macro Update:The UK economy remains in a state of near stagnation, with GDP growing just 0.1% in Q4 2025. While manufacturing has hit a 17-month high, the services sector is stalling. With inflation at 3.4% and unemployment rising to 5.1%, the Bank of England …

Macro Update:The UK economy remains in a state of near stagnation, with GDP growing just 0.1% in Q4 2025. While manufacturing has hit a 17-month high, the services sector is stalling. With inflation at 3.4% and unemployment rising to 5.1%, the Bank of England …

Macro Update:The UK economy grew 0.1% in Q4 2025, crowning it the fastest-growing G7 European nation for the year. However, momentum is stalling as the Bank of England holds rates at 3.75% amid rising unemployment and cooling business investment.

Macro Update:UK growth remains sluggish, with the Bank of England holding rates at 3.75% amid 3.4% inflation. While retail sales recently rebounded, a loosening labour market and frozen tax thresholds continue to squeeze household disposable income, keeping the 2026 GDP outlook near 0.9%.

Macro Update:The UK economy faces modest growth, with the Bank of England holding interest rates at 3.75% as inflation nears its 2% target. While the FTSE 100 remains resilient, a softening labour market and 0.9% GDP forecasts signal caution. Markets now look toward the …