UK GDP rose 0.4% in July month-on-month, following a 0.3% increase in June and
beating the market consensus of 0.0%, the ONS said. It is the third consecutive
month of outperformance and could challenge expectations of a sharp slowdown in
H2 2026, improving prospects for a stronger Q3. By sector, services output grew
0.4%—led by computer programming and AI-related firms—industrial production rose
0.2% and construction was up 0.1%; activity remained broadly resilient despite a
sharp rise in household energy bills.