Against expectations, the CPI inflation rate has fallen to its lowest level since March 2025
22nd July 2026
Bonus pay inflation was still very high, but regular pay inflation fell slightly, especially in manufacturing and construction
21st July 2026
The services sector carried the economy with sharp increases in entertainment and professional services
17th July 2026
After the disappointing drop in April, national retail sales have recovered over the early summer
14th July 2026
The private and fleet segments jointly led the market’s success with substantial annual growth rates
6th July 2026
After the disappointing drop in May, national house prices recovered in June with a more even regional pattern
1st July 2026
Despite weak reported consumer confidence, credit card borrowing rose to its highest ever monthly level in May
29th June 2026
The good May weather and promotional activity helped the department stores and internet retailers
19th June 2026
Bonus pay inflation was high, but regular pay inflation was eerily stable despite the disturbing geopolitical context
18th June 2026
Against expectations, the domestic price inflation rate has yet to respond to the crude oil price increases
17th June 2026
The services sector carried the economy again despite a sharp fall in entertainment consumer spend
12th June 2026
Consumers returned to the shops in May for sunshine and barbecue-related products
9th June 2026
‘Non-essential’ spend growth returned in May as confidence in the economy improves
Private segment sales led the market’s upturn but the fleet segment has lost some momentum
4th June 2026
Credit card borrowing was steady in April,as it has been November, despite weak confidence levels
2nd June 2026
After the March and April surge, house price inflation fell to 1.7% in May
1st June 2026
But sales values were 4.5% above their year-ago level, lifted by an upsurge in store price inflation
22nd May 2026
Car fuel price increases have been offset by falls in housing and household services price inflation
20th May 2026
House prices lost all momentum in the first quarter of the year as the Iran war has its effect
Regular pay inflation is trending downward. Bonus payments lifted overall wage inflation in March
19th May 2026
The services sector carried the economy while output in the production industries fell back
14th May 2026
Consumer spending and a build-up of inventories lifted the economy’s output
‘Non-essential’ spend growth fell badly in April as consumer confidence to spend is hit by the Iran war
13th May 2026
Hit by geopolitical threats, weak confidence to spend has reduced demand for big-ticket items
12th May 2026
The private and fleet segments led the market’s strong start to the year
5th May 2026
House price inflation was up to 3.0% in April, its highest annual rate of increase since May last year
Credit card borrowing was steady in March after February’s fall, as consumers reign in their spend
1st May 2026
Sales values were 4.3% above their year-ago level, helped by an upsurge in retail price inflation
24th April 2026
The early car fuel price increases after the start of the Iran war has reversed the downward trend
22nd April 2026
The year has started cautiously, with the inflationary effect of the Iran war likely to be detrimental
Regular pay inflation which excludes bonuses was down to 3.2%, its lowest since the pandemic
21st April 2026
The uptick in economic growth was evenly spread before the outbreak of the Iran war
16th April 2026
But ‘essential’ spend returned to growth as consumer confidence is hit by the Iran war
15th April 2026
But non-food retail sales values are struggling for growth as confidence is hit by geopolitical threats
14th April 2026
Private segment new car sales led the market revival, with fleet sales growth trailing
7th April 2026
The year has started well for the market, but recovery may be stalled by rising borrowing costs
31st March 2026
Credit card borrowing fell in February from January’s record peak before the Iran war started
30th March 2026
Sales volumes rose by 2.5% in February in annual terms, building on January’s solid recovery
27th March 2026
The inflation rate has paused but the energy price impact of the Iran war will affect prices soon
25th March 2026
The year has started on a weak note, with the impact of the Iran war likely to be detrimental
Bonus payments drove the wage inflation upturn in January while regular pay deals were sluggish
19th March 2026
Supermarket croissants, dashboard cameras and pet grooming in, premium bottled lager dropped
16th March 2026
Service industry growth was also zero, but the production industries saw output losses
13th March 2026
Non-essential spend rose by 1.8% as consumers prioritised insperiences and health and beauty
11th March 2026
After the January lift, the retail sector struggled for sales growth in rainy February
10th March 2026
It has been a strong start for 2026, with the volume growth dependent on private segment
5th March 2026
New mortgage borrowing maintained recent levels, pointing to spring market growth
2nd March 2026
Market demand is showing gentle recovery after the 2025 end-year uncertainty-led weakness
Volumes were up 4.5% in January, the best annual rise since covid-affected February 2022
20th February 2026
The inflation rate for goods fell markedly in January while the services rate fell marginally
18th February 2026
National house prices fell by 0.7% in December, to close the year on a disappointing note
Wage inflation fell below consumer price inflation in December, reviving cost-of-living pressures
17th February 2026
Growth was led by the service industries but the production industries suffered output losses
12th February 2026
Slowing consumer spending and falling export sales constrained the economy’s trajectory
Card spend rose by 0.8% in annual terms, marking a modest revival after the Christmas disappointment
11th February 2026
After the ‘drab’ Christmas, the retail sector seems to have revived in the first weeks of the year
10th February 2026
Underlying market demand is holding up well, despite the generally weak consumer confidence
2nd February 2026
Consumer credit also fell slightly as households held back a little on their credit card use
30th January 2026
Volumes were up 2.5% in vital December, the best annual rise since April and a relief to the sector
23rd January 2026
Tariff changes are thought to have triggered sharp rises in final tobacco and food prices
21st January 2026
The November data points to an end-year flourish for the market after some weak autumn months
But wages are increasing in real terms, reducing cost-of-living pressures for households
20th January 2026
Growth was led by the production industries and the service sector recovered from October’s fall
15th January 2026
Retailers describe Christmas sales as ‘drab’, blaming consumer caution and household bills
13th January 2026
Card spend dropped by 1.7%, its worst fall in annual spend since Covid-affected February 2021
The market passed the two million mark for the first time this decade
6th January 2026
Consumer credit has held up well this year, despite the weak consumer confidence polling
5th January 2026
Underlying market demand has held up well, though, despite weak consumer confidence
2nd January 2026
After the bleak October data, the November volume figures will offer seasonal cheer to the sector, especially in clothing and household goods
19th December 2025
CPI inflation is still some way above target, with price increases in consumer services buoyed by wage inflation exceeding 4%
17th December 2025
House prices are falling in London and the South West but the national market has stabilised after April’s stamp duty change
Regular pay inflation has stabilised at just over 4.5%, providing stability and direction for pay deals into the new year
16th December 2025
Service sector output showed no growth over the three months to October while production industry output fell by 0.5%
12th December 2025
November’s year-on-year decline was the worst spend performance since February 2021, with essential spending down a shocking 2.9%
9th December 2025
The Black Friday period promotions do not seem to have delivered the scale of sales growth that the industry had been hoping for
With electric vehicles now more than half the market, new registrations are set to pass two million this year for the first time since 2019
4th December 2025
Even so, market demand is resilient in the face of weak consumer confidence, a softening labour market and high mortgage rates
2nd December 2025
Credit card borrowing has been resilient in the face of deteriorating consumer confidence and uncertainty about the Budget statement
1st December 2025
Supermarkets, clothing and mail order retailers suffered in October, which some retailers blame on consumers waiting for Black Friday deals
21st November 2025
Still some way above target, the CPI inflation rate is nonetheless moving in the right direction ahead of the Chancellor’s Autumn Budget statement
19th November 2025
The housing market has stabilised after April’s stamp duty change but there are clear signs of market weakness in the south of England
The economy has shown sluggish and inconsistent growth in the three months ahead of the Chancellor’s Autumn Budget Statement
13th November 2025
This will be daunting mood music for the Chancellor ahead of the Autumn Budget Statement
Underlying sales growth is weakening. Consumers held back in October because of the warm weather and the prospect of Black Friday deals
11th November 2025
Essential spending fell for the sixth consecutive month while non-essential was unchanged as consumers delayed their purchase activity
Bonus pay inflation disappeared in September after the summer boom while underlying regular pay inflation is gradually declining
New registrations are set to pass two million this year for the first time since 2019, but the industry warns of the danger of scrapping ECOS
5th November 2025
With the lending industry reporting steady mortgage application volumes, house price inflation should close the year at close to 3%
31st October 2025
Credit card borrowing hasn’t increased since the spring. It seems that the weakness in consumer confidence is affecting spending habits
29th October 2025
The latest volume and price data will comfort the retail sector as it prepares for the vital fourth quarter and Christmas run-in
24th October 2025
The government will be frustrated by the lack of progress in reducing the above-target CPI inflation rate ahead of the autumn Budget statement
22nd October 2025
The housing market has stabilised after April’s stamp duty change around more sustainable price increases and transaction volumes
The latest data shows sluggish and inconsistent growth for the economy ahead of the Chancellor’s Autumn Budget Statement next month
16th October 2025
There is evidence that consumers are using ‘treat’ purchases to compensate for cut backs in mainstay spend like food and transport
15th October 2025
Warm weather led consumers to delay their autumn clothes spend, but Apple watch and phone launches lifted electrical goods sales
14th October 2025
Regular pay inflation is gradually declining but bonus payments leapt ahead over the summer months after the late spring slump
September’s plate-change performance was the best since September 2020, with electric cars leading the recovery
6th October 2025
The market has stabilised since April’s stamp duty change, and pipeline demand suggests stable market conditions into the winter
1st October 2025
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