Analysis and data publications

Consumer confidence up, inflation down…but will it last? Bank forecasts expect CPI to pick up, but left rates on hold. We cover research on business investment decisions and public views on AI.

Talks between the US and Iran continue. Oil prices are back to pre-conflict levels, and other market metrics are gradually following. One less thing for a new PM to worry about, but what else is in the inbox, will the World Cup provide a much-needed boost for pubs?

GDP data point to a good start to the year for the UK economy, but the Middle East conflict is taking its toll on business sentiment. Some progress on ceasefire talks is easing pressure on oil markets and UK gilts.

With no sign of de-escalation in the Middle East conflict, the effects of the energy price shock are increasingly evident in the incoming data. We look at recent developments as well as the response from Central Banks.

Our first annual report on the geography of the UK mortgage market, in partnership with PEXA highlights the differing challenges and opportunities for homebuyers and buy-to-let investors across the nation.

There’s been just one economic story in the past month – the Middle East conflict and the implications for commodity prices and markets. We take a look at early indications of how businesses, households and forecasters are reacting to developments.

With a conflict 3,000 miles away driving up UK mortgage rates, how will this affect customers looking to refinance their loans?

This month we run through the latest data on UK GDP and the labour market and what this means for upcoming Monetary Policy Committee debate. Unavoidably, we again touch on US tariff developments.

2026 began with geopolitical risks again high on the agenda. Despite this, we look at some tentative signs of optimism in business surveys and whether consumer sentiment might follow suit.