• Shore Capital flagged improving UK consumer sentiment into late 2026, though it expects the clearer uplift in discretionary goods in 2027.
• Forecast December 2026 UK ONS CPI at 3.75%-4.25%, driven by energy and food costs tied to volatile oil markets.
• UK base rate seen holding in a 3.75%-4.25% range, with risk of a pre-Christmas rise to 4.0%.
• Real living standards expected to stay broadly flat through 2027, with higher home energy bills a key downside risk.
• Home-related goods seen offering the most cyclical upside if housing activity recovers, though high gilt yields remain a headwind.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Shore Capital Group Ltd. published the original content used to generate this news brief on September 23, 2026, and is solely responsible for the information contained therein.