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UK businesses grow for first time in three months, but high rates weigh

Published 23/11/2023, 09:33
© Reuters. FILE PHOTO: A general view of the financial district of London is seen in London, Britain, October 19, 2016. REUTERS/Hannah McKay/File Photo

By Suban Abdulla

LONDON (Reuters) -British companies reported a marginal return to growth in November after three months of contraction but the downturn in orders continued in the face of higher interest rates and weak demand, a survey showed on Thursday.

A day after finance minister Jeremy Hunt announced measures to boost the country's weak economic growth, the S&P Global/CIPS UK Composite Purchasing Managers' Index (PMI) - spanning services and manufacturing firms - showed a preliminary reading of 50.1 in November.

That was up from 48.7 in October, and above the 50 threshold for growth for the first time since July. Economists polled by Reuters had forecast an unchanged reading of 48.7.

Sterling jumped against the dollar and the euro, while British government bond prices fell and markets pushed back bets on when the Bank of England will start to cut interest rates. [GB/]

"Relief at the pause in interest rate hikes and a clear slowdown in headline measures of inflation are helping to support business activity, although the latest survey data merely suggests broadly flat UK GDP in the final quarter of 2023," Tim Moore, economics director at S&P Global Market Intelligence said.

Total new orders declined for the fifth month in a row, which S&P Global said reflected a persistently weak economy.

The PMI chimed with other measures of Britain's economy that indicate stagnating growth.

Britain's economy has suffered from the highest inflation rate among big, rich countries and gross domestic product failed to grow in the third quarter. But the pace of price growth slowed more than expected to 4.6% in October.

The Bank of England has kept interest rates on hold at its last two meetings after 14 increases in row. But it has warned that inflation could be more persistent than expected, citing upside risks.

Governor Andrew Bailey this week suggested interest rates could remain higher for longer than priced by investors.

"Today’s release will add to the Bank’s unease about the stickiness of inflation," said Ashley Webb, UK economist at Capital Economics.

While the PMI for the services sector was in positive territory at 50.5, the manufacturing sector came in at 46.7, a six-month high but still signalling a decline in output.

A separate survey from the Confederation of British Industry published on Wednesday showed the biggest fall in factory orders since January 2021.

S&P's survey respondents reported a slight uptick in already substantial input cost inflation, and noted "strong" wage growth which pushed up the average prices they charged.

© Reuters. FILE PHOTO: A general view of the financial district of London is seen in London, Britain, October 19, 2016. REUTERS/Hannah McKay/File Photo

Overall, while firms were more upbeat about their prospects for the year ahead, forward-looking indicators showed recession risks were likely to remain elevated next year.

Euro zone PMI released earlier on Thursday showed the region's downturn eased slightly in November, but suggested the bloc's economy was still likely to contract this quarter.

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