Market Stability
28 Acute
- 7d ▼ -0.6 worse
- 30d ▼ -9.0 worse
Driven by 10-year gilt yieldUK 10-year nominal zero-coupon gilt yield (BoE IUDMNZC, daily close).: 5.42%.
Long view
last 30 days
Headline Tightrope Score over the selected range, annotated with the events that moved it. Below, the four pillars name their dominant indicators today.
Market 6 Oct 2026
September house-price balance falls to -32%
The RICS UK Residential Market Survey headline net balance of surveyors reporting rising rather than falling house prices is -32% in Sept…
Market 5 Oct 2026
September services PMI eases to 52.1
The S&P Global UK Services PMI Business Activity Index final print for September is 52.1, down from 52.5 in August and above the flash es…
Market 25 Sep 2026
GfK consumer confidence rises to -13 for a third month
The GfK Consumer Confidence Index is -13 in September, up one point from -14 in August. It is the third consecutive monthly increase, the…
Fiscal 22 Sep 2026
August borrowing prints at £18.3bn
Public sector net borrowing is £18.3 billion in August 2026, £2.9 billion more than a year earlier and £3.5 billion above the OBR monthly…
Monetary 17 Sep 2026
Bank of England holds Bank Rate at 3.75% and sets a multi-year gilt unwind
The Monetary Policy Committee votes 6–3 to maintain Bank Rate at 3.75%, with three members preferring a rise to 4%. On energy prices as o…
Fiscal 16 Sep 2026
August CPI rises to 3.1% on motor fuels
Headline CPI inflation is 3.1% in the year to August, up from 2.9% in July. CPIH is 3.3%, up from 3.1%. Transport, particularly motor fue…
Drivers
key drivers, by pillar
Each card names the indicator currently doing the heaviest lifting inside its pillar.
Fiscal Room
60 Strained
- 7d — 0.0
- 30d ▲ +8.6 better
Driven by Current-budget headroom (forecast)OBR forecast: surplus against the stability rule at the FY 2029/30 target year. Updated on each OBR EFO (twice-yearly).: GBP 23.6bn.
Labour & Living-Standards Resilience
51 Strained
- 7d — 0.0
- 30d ▼ -10.1 worse
Driven by Effective 2y fix mortgage rateBoE IADB IUMBV34: monthly effective rate on new fixed-rate 2-year mortgages to households at 75% LTV. The canonical economist's reference (interest income ÷ balance, not advertised front-book rate).: 5.13%.
Growth Delivery
34 Acute
- 7d ▼ -6.3 worse
- 30d ▼ -10.4 worse
Driven by Planning consents vs. baselineQuarterly residential planning-decisions-granted as a % of a self-declared estimated 2019 pre-COVID quarterly baseline of 11,500. The denominator is an estimate — archived MHCLG PDFs can tighten it; the caveat is intentional and surfaced here.: 60.0%.