August 2026 Economic and Market Report
In August, we learned that UK consumer prices rose by 2.9% in the year to July, up from 2.6% in June, marking the first increase in inflation since March.
In August, we learned that UK consumer prices rose by 2.9% in the year to July, up from 2.6% in June, marking the first increase in inflation since March.
In July, we learned that UK consumer prices rose by 2.6% in the year to June, down from 2.8% in May. Against this backdrop, the Bank of England (BoE) have left interest rates unchanged (now since December 2025) at 3.75%, reflecting a cautious approach amid economic uncertainty
In June, we learned that UK consumer prices rose by 2.8% in the year to May, unchanged from the month prior, with higher transport costs and falling food prices balancing out. The Bank of England (BoE) maintained interest rates at 3.75%, reiterating
In May, UK consumer price inflation fell sharply to 2.8% in the year to April, down from 3.3% in March, coming in below market expectations. The decline was largely driven by lower household energy bills following Ofgem’s price cap, though this is likely to prove temporary as higher global energy
In April, UK consumer price inflation rose to 3.3% in the year to March, up from 3.0% in February. The Bank of England kept interest rates unchanged at 3.75% at their April meeting
In March, we learned that UK consumer prices rose 3.0% in the year to February, unchanged from the month prior. The Bank of England (BoE) left interest rates unchanged at 3.75%
Global markets were volatile in January as geopolitical tensions rose, beginning with the US‑led removal of Venezuela’s President, followed by a proposed US
In December, we learned that UK consumer prices fell to 3.2% in the year to November, down from 3.6% in October.
Staying invested through periods of political and economic uncertainty can be challenging.
The four most dangerous words in investing are: ‘this time it’s different’ Sir John Templeton, 1993.