
UK inflation expectations have risen sharply after recent monthly falls. Citi and YouGov’s August survey shows both one-year and longer-term expectations increasing as higher energy costs complicate the outlook for interest rates.

Homes England has named 33 strategic affordable housing delivery partners. Their published allocations cover 73,617 homes and about £9.58bn in grants within the government’s ten-year Social and Affordable Homes Programme.

UK inward investment project numbers fell sharply in 2025-26. DBT recorded 1,020 projects, down 25.8%, while associated new jobs remained almost unchanged and safeguarded employment rose substantially.

Specsavers increased annual sales and profits despite sustained cost pressure. Pre-tax earnings reached £429.7m as the optical and hearing-care group also resumed a dividend to its parent.

Brent crude climbed above $93 as geopolitical tensions intensified again. Restricted Middle Eastern shipping is renewing inflation and operating-cost pressure across transport, manufacturing, logistics, and wider supply chains.

UK businesses continue facing weak turnover and persistent cost pressure. ONS data shows economic uncertainty remains widespread, while labour and energy costs continue influencing pricing and operating decisions.

UK factory order books improved sharply during August’s industry survey. Export orders returned to normal levels, although production remained weak and manufacturers expected faster selling-price increases.

UK rent growth accelerated while annual house-price inflation slowed sharply. Average private rent reached £1,393 in July as annual house-price growth fell to 2% in June.

Ithaca Energy raised dividend guidance after record quarterly production performance. The North Sea producer now expects $500m–$530m of 2026 distributions as Rosebank moves towards a first-production window in early 2027.

JD Sports has cut guidance as North American demand weakens. Like-for-like sales fell 3.1% in the second quarter, prompting the sportswear retailer to lower its full-year profit forecast to £700m–£800m.