Economic Review – December 2025
In our Economic Review of December – the Bank of England (BoE) warn further reductions were likely to become a ‘closer call,’ analysts suggest uncertainty ahead of the Budget affected growth, negatively impacting both consumer and business spending levels and retail conditions remain challenging.
Year in Review
Our Year in Review document takes a closer look at key events in 2025 impacting the global economy and markets, and looking ahead to what 2026 may have in store.
Commercial Property Market Review
UK commercial property faces shifting taxes, rising regional office rents, resilient West End investment, and growing demand for let-ready space
Residential Property Market Review
Tax changes, tenancy reform and shifting buyer support signal significant structural change across the UK housing market.
News in Review
UK GDP unexpectedly shrank in October as production fell, Budget uncertainty lingered and rate cuts may be on the cards.
News in review
This week’s News in Review looks at the latest ONS data on the UK’s GDP, the IMF’s predictions for global growth, renewed US-China trade tensions and shifting mortgage rates.
Other key points and closing comments
The Budget also includes targeted measures on savings, taxation of goods, transport, energy, and devolved government funding, alongside additional support for childcare.
Economic forecasts and cost-of-living measures
The Chancellor’s latest Budget focused on driving economic growth and easing pressure on households, with updated forecasts from the OBR and several new measures to support living standards.
News in Review
The latest data from Halifax shows that house prices decreased by 0.3% month-on-month in September, following an increase of 0.2% in August. Meanwhile, the annual growth rate eased from 2.0% to 1.3%, the slowest rate since April 2024.
Economic Review – September 2025
UK data highlight persistent pressures – inflation stuck at 3.8% (largely due to food costs), GDP slowed to 0.2%, payrolls fell, with wage growth at 4.8%, while retail sales rose in August but sentiment weakened.
