Bearbull Global Investments

FOCUS ON BONDS AND REAL ESTATE IN THE UK 2/3

25 Jun

FOCUS ON BONDS AND REAL ESTATE IN THE UK 2/3

Posted by BearBull Group In Investment Insight 0 comment

Leading indicators for May 2025 present a mixed picture of the UK economy. The Composite PMI increased slightly to 50.3, driven by a modest recovery in the services sector, which reached a PMI of 50.9. However, this rebound remains fragile. In stark contrast, the manufacturing sector's PMI fell to 46.4, its worst performance in 19 months, with production and orders declining.

Key Points

  • Surprising rebound in Q1 GDP exceeds expectations
  • International uncertainty weighs on the UK economy
  • Leading indicators point to a transition
  • Real wages continue to rise
  • Household confidence fails to improve
  • More complex trajectory for inflation
  • BoE to remain on hold until September
  • The bond market offers attractive yields
  • Towards a period of stabilization for the pound
  • Listed real estate performs well in the first half of the year
  • UK stocks are risky again
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