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You can find the current article at its original source at https://www.theguardian.com/business/live/2017/jul/07/markets-shares-bonds-us-jobs-report-uk-trade-data-business-live
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Pound falls as UK trade deficit swells and industrial output falls unexpectedly - business live | Pound falls as UK trade deficit swells and industrial output falls unexpectedly - business live |
(35 minutes later) | |
1.31pm BST | |
13:31 | |
US jobs report beats forecasts with payrolls up 222,000 in June | |
BREAKING: The US economy added 222,000 jobs in June, according to the latest non-farm payrolls report. | |
That was higher than the 179,000 forecast by economists in a Reuters poll. | |
May’s gain was revised to 152,000 from the 138,000 figure previously reported. | |
More to follow... | |
1.05pm BST | |
13:05 | |
Newsflash: The NIESR thinktank has estimated that Britain’s economy only grew by 0.3% in the second quarter of this year. | |
That would be an improvement on the 0.2% growth recorded in January-March, but below the 0.6% trend growth rate. | |
Rebecca Piggott, Research Fellow at NIESR, says: | |
Growth in services has offset a contraction in industrial output, yet remains subdued when compared with last year. | |
The saving ratio reached an historic low of 1.7 per cent in the first quarter of this year, implying that, so far, households have reduced their saving to cushion the effect of falling real incomes on consumption as inflation rises”. | |
Our monthly estimates of GDP suggest that output grew by 0.3% in 2017Q2https://t.co/7Mrev3gkzd#NIESRGDP pic.twitter.com/vYbIFpOZ4d | |
12.34pm BST | 12.34pm BST |
12:34 | 12:34 |
Philip Coggan of the Economist points out that the drop in the pound after the EU referendum hasn’t helped the trade gap: | Philip Coggan of the Economist points out that the drop in the pound after the EU referendum hasn’t helped the trade gap: |
Ave UK trade deficit in Jan-May 2016 (pre-referendum) £2,801m; ave in Jan-May 2017 £2,806m. Living standards squeezed but no boost to trade | Ave UK trade deficit in Jan-May 2016 (pre-referendum) £2,801m; ave in Jan-May 2017 £2,806m. Living standards squeezed but no boost to trade |
12.03pm BST | 12.03pm BST |
12:03 | 12:03 |
The key charts | The key charts |
If you’re just tuning in, here are some charts that show today’s data. | If you’re just tuning in, here are some charts that show today’s data. |
First, the widening of the UK trade gap to £3.1bn, from £2bn, as a jump in imports drove the ‘trade in goods’ deficit to over £11bn: | First, the widening of the UK trade gap to £3.1bn, from £2bn, as a jump in imports drove the ‘trade in goods’ deficit to over £11bn: |
Second, the disappointing 0.1% drop in UK industrial output in May. | Second, the disappointing 0.1% drop in UK industrial output in May. |
11.20am BST | 11.20am BST |
11:20 | 11:20 |
Sustained selling pressure has just pushed the pound down through $1.29, a drop of 0.7 of a cent today. | Sustained selling pressure has just pushed the pound down through $1.29, a drop of 0.7 of a cent today. |
Bloomberg explains: | Bloomberg explains: |
The pound fell for the first time in three days versus the dollar after data showed U.K. factories and construction companies’ output unexpectedly declined in May, adding to a spate of recent data that pointed to an economic slowdown. | The pound fell for the first time in three days versus the dollar after data showed U.K. factories and construction companies’ output unexpectedly declined in May, adding to a spate of recent data that pointed to an economic slowdown. |
Sterling was on course for weekly declines against all but two of its Group-of-10 peers, as manufacturing, industrial and construction output all dropped and undercut analysts’ forecasts. | Sterling was on course for weekly declines against all but two of its Group-of-10 peers, as manufacturing, industrial and construction output all dropped and undercut analysts’ forecasts. |
Pound falls for first time in 3 days against dollar as fears grow of an economic slowdown https://t.co/t22JoRr4qe pic.twitter.com/IT8bZwLeL8 | Pound falls for first time in 3 days against dollar as fears grow of an economic slowdown https://t.co/t22JoRr4qe pic.twitter.com/IT8bZwLeL8 |
Updated | Updated |
at 11.27am BST | at 11.27am BST |
11.14am BST | 11.14am BST |
11:14 | 11:14 |
This morning’s data paint a rather bleak picture for the UK economy and underline the challenges lying ahead, says Kay Daniel Neufeld of the CEBR. | This morning’s data paint a rather bleak picture for the UK economy and underline the challenges lying ahead, says Kay Daniel Neufeld of the CEBR. |
He fears that growth is going to be subdued this year, and next: | He fears that growth is going to be subdued this year, and next: |
So far, the depreciation in Sterling has not led to a significant reduction in the trade deficit – at Cebr we have repeatedly stressed that the UK’s high-value added exports are less price sensitive and that any rebalancing in the make-up of exports will take time to manifest itself. | So far, the depreciation in Sterling has not led to a significant reduction in the trade deficit – at Cebr we have repeatedly stressed that the UK’s high-value added exports are less price sensitive and that any rebalancing in the make-up of exports will take time to manifest itself. |
In the meantime the lack of clarity about future trading relationship with the EU – further exacerbated by the result of the general election – weighs on activity in the manufacturing sector. | In the meantime the lack of clarity about future trading relationship with the EU – further exacerbated by the result of the general election – weighs on activity in the manufacturing sector. |
As a result, Cebr expects GDP growth of only 1.3% in 2017 and 1.2% in 2018. | As a result, Cebr expects GDP growth of only 1.3% in 2017 and 1.2% in 2018. |
10.53am BST | 10.53am BST |
10:53 | 10:53 |
Britain’s export performance remains “underwhelming”, says Sam Tombs of Pantheon Economics. | Britain’s export performance remains “underwhelming”, says Sam Tombs of Pantheon Economics. |
He blames manufacturers for hiking their prices since the pound fell, rather than trying to grow their market share. | He blames manufacturers for hiking their prices since the pound fell, rather than trying to grow their market share. |
The main problem remains that exporters have hiked their prices, blunting the boost to competitiveness from the weak pound. Foreign-currency prices for U.K. goods exports in May were just 5% lower than in Q4 2015. | The main problem remains that exporters have hiked their prices, blunting the boost to competitiveness from the weak pound. Foreign-currency prices for U.K. goods exports in May were just 5% lower than in Q4 2015. |
Exports are earning healthy profits, but few are willing to invest and ramp up production due to Brexit risk. Markit’s survey of export orders also has weakened over the last few months, casting further doubt over the likelihood of a sustained trade boost going forwards. | Exports are earning healthy profits, but few are willing to invest and ramp up production due to Brexit risk. Markit’s survey of export orders also has weakened over the last few months, casting further doubt over the likelihood of a sustained trade boost going forwards. |
This chart shows how exports have been lagging behind imports for more than a year | This chart shows how exports have been lagging behind imports for more than a year |
10.31am BST | 10.31am BST |
10:31 | 10:31 |
Today’s data suggest that Britain’s economy has only grown by 0.3% in the second quarter of the year, says Howard Archer, Chief Economic Advisor to the EY ITEM Club. | Today’s data suggest that Britain’s economy has only grown by 0.3% in the second quarter of the year, says Howard Archer, Chief Economic Advisor to the EY ITEM Club. |
That would only be slightly better than the 0.2% growth posted in Q1 - the weakest of any G7 nation. | That would only be slightly better than the 0.2% growth posted in Q1 - the weakest of any G7 nation. |
Archer says: | Archer says: |
“Based on today’s data and the business survey results for June, we now think that industrial production is likely to have contracted by 0.5% in Q2, with construction output down 1.8%. | “Based on today’s data and the business survey results for June, we now think that industrial production is likely to have contracted by 0.5% in Q2, with construction output down 1.8%. |
And though an improved performance from the services sector will provide some support, GDP is likely to have grown by just 0.3% with the risks to that projection skewed to the downside. | And though an improved performance from the services sector will provide some support, GDP is likely to have grown by just 0.3% with the risks to that projection skewed to the downside. |
Updated | Updated |
at 10.31am BST | at 10.31am BST |
10.25am BST | 10.25am BST |
10:25 | 10:25 |
Sign up to our email | Sign up to our email |
Guardian Business has launched a daily email. | Guardian Business has launched a daily email. |
Besides the key news headlines that you’d expect, there’s an at-a-glance agenda of the day’s main events, insightful opinion pieces and a quality feature to sink your teeth into each day. | Besides the key news headlines that you’d expect, there’s an at-a-glance agenda of the day’s main events, insightful opinion pieces and a quality feature to sink your teeth into each day. |
For your morning shot of financial news, sign up here: | For your morning shot of financial news, sign up here: |
10.21am BST | 10.21am BST |
10:21 | 10:21 |
Sterling has also hit a nine day low against the euro. | Sterling has also hit a nine day low against the euro. |
The pound has dropped by almost half a eurocent to €1.1311. | The pound has dropped by almost half a eurocent to €1.1311. |
That means one euro is now worth 88.4p. | That means one euro is now worth 88.4p. |
10.15am BST | 10.15am BST |
10:15 | 10:15 |
UK data disappoints: snap reaction | UK data disappoints: snap reaction |
Today’s trade data provides little evidence that Britain’s economy is rebalancing away from consumer spending and towards exports. | Today’s trade data provides little evidence that Britain’s economy is rebalancing away from consumer spending and towards exports. |
My colleague Katie Allen points out that the weak pound doesn’t seem to be providing much support. | My colleague Katie Allen points out that the weak pound doesn’t seem to be providing much support. |
Imports rising faster than exports in UK. Remains to be seen if weak pound can boost exports enough to offset consumer slowdown pic.twitter.com/opT6YU0xPx | Imports rising faster than exports in UK. Remains to be seen if weak pound can boost exports enough to offset consumer slowdown pic.twitter.com/opT6YU0xPx |
Mike Bird of the Wall Street Journal highlights that the goods deficit has been widening for a long time: | Mike Bird of the Wall Street Journal highlights that the goods deficit has been widening for a long time: |
Aaaaaaany minute... now! No... now! Now! pic.twitter.com/wpsRo4dstU | Aaaaaaany minute... now! No... now! Now! pic.twitter.com/wpsRo4dstU |
Claus Vistesen of Pantheon Economics wins the prize for pithy analysis: | Claus Vistesen of Pantheon Economics wins the prize for pithy analysis: |
Grim U.K. data! | Grim U.K. data! |
Fast FT show that UK industrial production has been disappointing for several months: | Fast FT show that UK industrial production has been disappointing for several months: |
The pound has dropped after UK industrial production missed forecasts for the 4th month in a row https://t.co/tuMJRoUXIX pic.twitter.com/0IFGpegEJe | The pound has dropped after UK industrial production missed forecasts for the 4th month in a row https://t.co/tuMJRoUXIX pic.twitter.com/0IFGpegEJe |
UK industrial production fell by 0.1%, missing a 0.4% expansion estimate - this is the 4th consecutive month of failing to hit forecasts. pic.twitter.com/WtFvDg4CEB | UK industrial production fell by 0.1%, missing a 0.4% expansion estimate - this is the 4th consecutive month of failing to hit forecasts. pic.twitter.com/WtFvDg4CEB |
Updated | Updated |
at 10.16am BST | at 10.16am BST |
10.09am BST | 10.09am BST |
10:09 | 10:09 |
ONS senior statistician Kate Davies sums up today’s flurry of disappointing UK data: | ONS senior statistician Kate Davies sums up today’s flurry of disappointing UK data: |
“Activity in the production sector was broadly unchanged in May, though the underlying position is weaker with both total output and manufacturing falling in the three months to May compared with the previous three months. | “Activity in the production sector was broadly unchanged in May, though the underlying position is weaker with both total output and manufacturing falling in the three months to May compared with the previous three months. |
Construction output also fell on a three-monthly basis, though this is after several years of growth. | Construction output also fell on a three-monthly basis, though this is after several years of growth. |
“Meanwhile the total trade deficit widened by £2 billion in the most recent three months, primarily due to high imports especially from outside the European Union.” | “Meanwhile the total trade deficit widened by £2 billion in the most recent three months, primarily due to high imports especially from outside the European Union.” |
10.08am BST | 10.08am BST |
10:08 | 10:08 |
Actually, it’s a triple-dose of bad news -- UK construction output fell by 1.2% in May. | Actually, it’s a triple-dose of bad news -- UK construction output fell by 1.2% in May. |
It also shrank by 1.2% in the March-to-May quarter, compared to the previous three months. That’s the biggest drop since September 2012. | It also shrank by 1.2% in the March-to-May quarter, compared to the previous three months. That’s the biggest drop since September 2012. |
The ONS blames “falls in both repair and maintenance, and all new work.” | The ONS blames “falls in both repair and maintenance, and all new work.” |
New construction work, most notably from infrastructure, fell 4.0% in May (ONS). Surprising given all the talk of infrastructure spending. | New construction work, most notably from infrastructure, fell 4.0% in May (ONS). Surprising given all the talk of infrastructure spending. |
Updated | Updated |
at 10.39am BST | at 10.39am BST |
10.01am BST | 10.01am BST |
10:01 | 10:01 |
The 0.2% drop in UK manufacturing output in May was triggered by a drop in car production. | The 0.2% drop in UK manufacturing output in May was triggered by a drop in car production. |
The ONS says: | The ONS says: |
Transport equipment provided the largest downward contribution, falling by 2.3%; within this, motor vehicles, trailers and semi trailers fell by 4.4%, the largest fall since February 2016, when it fell by 5.8%. | Transport equipment provided the largest downward contribution, falling by 2.3%; within this, motor vehicles, trailers and semi trailers fell by 4.4%, the largest fall since February 2016, when it fell by 5.8%. |
9.53am BST | 9.53am BST |
09:53 | 09:53 |
Pound takes a tumble | Pound takes a tumble |
That double-dose of disappointing UK economic data has hit the pound. | That double-dose of disappointing UK economic data has hit the pound. |
Sterling has slumped to $1.2917, down half a cent, as traders digest the news that Britain’s trade deficit has widened and industrial output fell in May. | Sterling has slumped to $1.2917, down half a cent, as traders digest the news that Britain’s trade deficit has widened and industrial output fell in May. |
Updated | Updated |
at 9.53am BST | at 9.53am BST |
9.49am BST | 9.49am BST |
09:49 | 09:49 |
UK trade deficit widens | UK trade deficit widens |
More bad news! Britain’s trade deficit has widened, due to a surge of imports. | More bad news! Britain’s trade deficit has widened, due to a surge of imports. |
The total trade deficit jumped by £1bn in May, to £3.1bn - a worse reading than the City expected. | The total trade deficit jumped by £1bn in May, to £3.1bn - a worse reading than the City expected. |
Here are the key points from the Office for National Statistics: | Here are the key points from the Office for National Statistics: |
Between the 3 months to February 2017 and the 3 months to May 2017, the total UK trade (goods and services) deficit widened from £6.9 billion to £8.9 billion. | Between the 3 months to February 2017 and the 3 months to May 2017, the total UK trade (goods and services) deficit widened from £6.9 billion to £8.9 billion. |
The widening of the trade deficit in the 3 months to May 2017 reflects a higher rise in imports than the rise in exports of goods, in particular transport equipment (cars, aircraft and ships), oil and electrical machinery from non-EU countries; a decrease in exports of services also contributed. | The widening of the trade deficit in the 3 months to May 2017 reflects a higher rise in imports than the rise in exports of goods, in particular transport equipment (cars, aircraft and ships), oil and electrical machinery from non-EU countries; a decrease in exports of services also contributed. |
Between the 3 months to February 2017 and the 3 months to May 2017, the total UK trade (goods and services) excluding erratics deficit widened from £8.6 billion to £9.3 billion. | Between the 3 months to February 2017 and the 3 months to May 2017, the total UK trade (goods and services) excluding erratics deficit widened from £8.6 billion to £9.3 billion. |
The total UK trade (goods and services) deficit widened by £1.0 billion between April and May 2017 to £3.1 billion, following a narrowing in April 2017; this reflects an increase in imports of goods on the month following a decrease in April 2017. | The total UK trade (goods and services) deficit widened by £1.0 billion between April and May 2017 to £3.1 billion, following a narrowing in April 2017; this reflects an increase in imports of goods on the month following a decrease in April 2017. |
£2.0bn rise in total trade deficit, to £8.9bn, in Mar-May compared with Dec-Feb, with goods imports up https://t.co/TkORTiM7gq | £2.0bn rise in total trade deficit, to £8.9bn, in Mar-May compared with Dec-Feb, with goods imports up https://t.co/TkORTiM7gq |