EZB8RISK / Market Briefing

UK growth data continues to look solid, with the stronger second-quarter reading cementing Britain's position as a leader among advanced economies this year. That headline strength

UK growth data continues to look solid, with the stronger second-quarter reading cementing Britain's position as a leader among advanced economies this year. That headline strength sits against a softer backdrop, as business confidence has slipped to its weakest in over a year and the Bank of England keeps flagging concerns around debt levels and rapid AI investment. The gap between strong official numbers and cautious sentiment on the ground remains the defining tension for the pound and domestic equities.

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