Bank of England

Bank of England's Huw Pill indicates underlying inflation is settling at 2.5% despite headline drops, suggesting a prolonged period of restrictive monetary policy is necessary.

A deep dive into the latest UK market participants survey revealing a 2026 inflation distribution that favors a gradual return to target despite sticky services data.

Analyzing how the UK housing market and household sentiment are acting as critical transmission channels for BoE policy and GBP volatility in early 2026.

UK business confidence softened in January as economic optimism dipped, creating a 'macro anxiety, micro resilience' split that complicates the Bank of England's path.

UK business and consumer confidence show recovery as fiscal uncertainty eases, yet the labor market remains the critical gating variable for growth.

UK household inflation expectations hit a three-month high in January, complicating the Bank of England's disinflation narrative.

The Bank of England is expected to maintain interest rates at 3.75% in February, shifting the market's focus to a high-stakes debate over a potential March easing cycle.

United Kingdom retail sales defied expectations in December with a 0.4% rise, signaling consumer resilience and narrowing downside GDP risks.

The UK economy began 2026 with a robust activity rebound as services pushed the Composite PMI to 53.9, though persistent wage-led inflation remains a key hurdle for the Bank of England.

UK retail sales defied expectations in December with a 0.4% rise, signaling consumer resilience and challenging the case for immediate Bank of England rate cuts.

The UK's January flash PMI jumped to 53.9, marking a 21-month high as services lead the charge, potentially delaying Bank of England rate cuts.

UK consumer sentiment reached year-highs in January, signaling a stabilizing growth floor while keeping the Bank of England's policy path conditional on services inflation.

UK retail sales volumes surprised with a 0.4% monthly increase in December, signaling a firmer consumer floor and complicating the Bank of England's 2026 easing path.

The UK economy kicked off 2026 with a robust expansion as the Flash Composite PMI surged to 53.9, shifting the Bank of England's focus toward inflation-gated policy.

UK retail sentiment showed modest improvement in January, signaling a firmer floor for the consumer despite ongoing price sensitivity and high borrowing costs.

United Kingdom headline inflation rose to 3.4% in December 2025, while stable core figures at 3.2% suggest the Bank of England's disinflation narrative remains intact.

UK CPI rose to 3.4% in December, complicating the Bank of England's rate-cut path as services inflation and wage dynamics remain sticky.

Learn how to navigate UK macro releases by treating economic data as a sequence rather than isolated events to improve your GBP trading accuracy.

United Kingdom monthly GDP saw a strong rebound in November, driven by industrial output recovery and firm services, shifting the 2026 economic narrative.

UK monthly GDP grew by 0.3% in November, driven by a recovery in auto production and services, reducing immediate recessionary fears for the British economy.