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You can find the current article at its original source at https://www.theguardian.com/business/live/2016/sep/05/services-sector-pmi-expected-to-ebound-after-brexit-shock-business-live
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Post-Brexit recession fears fade as service sector rebounds - business live | Post-Brexit recession fears fade as service sector rebounds - business live |
(35 minutes later) | |
1.03pm BST | |
13:03 | |
Time for a quick round-up of how Europe’s stock indices were doing by lunchtime, starting with a rather lacklustre FTSE 100. | |
The blue-chip index edged downwards after strong PMI data boosted the pound. Many of the biggest firms in the FTSE 100, such as oil companies and miners, earn their money in dollars, while the stronger data has made further stimulus measures from the Bank of England less likely. | |
European markets are faring a little better though. | |
To anyone waiting for news of Wall Street’s opening performance, don’t bother. It’s Labor Day in the US, which means stock markets are closed. | |
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at 1.09pm BST | |
12.41pm BST | |
12:41 | |
As Theresa May attends the G20 meeting in China, where the fraught Hinkley Point nuclear project is likely to be on the agenda, another Chinese investment in the UK is afoot. | |
Shanghai’s biggest property developer has pressed the button on plans to build an £800m tower in London and it is set to be western Europe’s tallest residential skyscraper. | |
But the snappily-titled Spire London is likely to ruffle feathers, given the gulf it exposes between the capital’s richest and poorest residents. | |
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at 12.44pm BST | |
12.14pm BST | 12.14pm BST |
12:14 | 12:14 |
Shop prices show 2% deflation in August | Shop prices show 2% deflation in August |
Time for an update on inflation data that came in overnight. | Time for an update on inflation data that came in overnight. |
Overall shop prices reported deflation of 2.0% in August, from the 1.6% decline in July, according to the British Retail Consortium (BRC)-Nielsen shop price index. | Overall shop prices reported deflation of 2.0% in August, from the 1.6% decline in July, according to the British Retail Consortium (BRC)-Nielsen shop price index. |
Non-food deflation picked up speed 2.5% from 2.2% in July, while food prices accelerated to a record low, down 1.1% from a declined of 0.8% in the previous two months. | Non-food deflation picked up speed 2.5% from 2.2% in July, while food prices accelerated to a record low, down 1.1% from a declined of 0.8% in the previous two months. |
BRC chief executive Helen Dickinson OBE said: | BRC chief executive Helen Dickinson OBE said: |
The devaluation of sterling in wake of the referendum will put upward pressure on shop prices. But that’s likely to take several months to properly feed through, given that retailers won’t feel the brunt of the cost increases until existing contracts with foreign suppliers come to an end. | The devaluation of sterling in wake of the referendum will put upward pressure on shop prices. But that’s likely to take several months to properly feed through, given that retailers won’t feel the brunt of the cost increases until existing contracts with foreign suppliers come to an end. |
Even then, retailers will have to make a decision about when and how much to pass onto consumers. Given the strength of competition in the market, and if the economy softens in line with predictions, any pass through may be more limited than implied by the exchange rate movement. | Even then, retailers will have to make a decision about when and how much to pass onto consumers. Given the strength of competition in the market, and if the economy softens in line with predictions, any pass through may be more limited than implied by the exchange rate movement. |
As far as they can, retailers will endeavour to mitigate impacts by looking for productivity gains in their own businesses, rather than compromising on the value they are offering to consumers. | As far as they can, retailers will endeavour to mitigate impacts by looking for productivity gains in their own businesses, rather than compromising on the value they are offering to consumers. |
12.05pm BST | 12.05pm BST |
12:05 | 12:05 |
Marks & Spencer confirms 500 jobs to go | Marks & Spencer confirms 500 jobs to go |
Marks & Spencer has admitted that it plans to cut up to 525 jobs from its head office and move a further 400 outside London in a bid to cut costs. | Marks & Spencer has admitted that it plans to cut up to 525 jobs from its head office and move a further 400 outside London in a bid to cut costs. |
Steve Rowe, M&S chief executive, said: | Steve Rowe, M&S chief executive, said: |
M&S has to become a simpler and more effective organisation if we are to deliver our plans to recover and grow our business. | M&S has to become a simpler and more effective organisation if we are to deliver our plans to recover and grow our business. |
The review highlighted that M&S has become too complex and inefficient and today’s proposals aim to address this by removing duplication, driving accountability and establishing clear, consistent processes; which in turn will strip out unnecessary costs. | The review highlighted that M&S has become too complex and inefficient and today’s proposals aim to address this by removing duplication, driving accountability and establishing clear, consistent processes; which in turn will strip out unnecessary costs. |
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at 12.46pm BST | |
11.46am BST | 11.46am BST |
11:46 | 11:46 |
Analysts are increasingly training their sights on the Bank of England, after strong PMI data suggested the Monetary Policy Committee may have moved too soon by cutting rates to 0.25% earlier this month. | Analysts are increasingly training their sights on the Bank of England, after strong PMI data suggested the Monetary Policy Committee may have moved too soon by cutting rates to 0.25% earlier this month. |
Some pundits are predicting red faces when MPC members go before the Treasury Select Committee on Wednesday. | Some pundits are predicting red faces when MPC members go before the Treasury Select Committee on Wednesday. |
Ranko Berich, head of market analysis at foreign exchange firm Monex, says: | Ranko Berich, head of market analysis at foreign exchange firm Monex, says: |
The Bank of England is now in an interesting position. This week’s testimony to the Treasury Select Committee will be a trial for MPC members. Having eased early and aggressively, the MPC will doubtlessly be asked by lawmakers if they jumped the gun, and will have to once again justify their previous warnings about the potential effects of Brexit. | The Bank of England is now in an interesting position. This week’s testimony to the Treasury Select Committee will be a trial for MPC members. Having eased early and aggressively, the MPC will doubtlessly be asked by lawmakers if they jumped the gun, and will have to once again justify their previous warnings about the potential effects of Brexit. |
But analysts at Capital Economics think the Bank will still move to cut rates in November, to a rock-bottom 0.1%. | But analysts at Capital Economics think the Bank will still move to cut rates in November, to a rock-bottom 0.1%. |
Scott Bowman, UK economist, says: | Scott Bowman, UK economist, says: |
Note that the MPC expects growth to be slightly positive in the second half of 2016 and the majority of members thought it would be appropriate to cut bank rate to its effective lower bound if their forecasts were met. Therefore, we continue to think the Committee will cut bank rate to 0.10% in November. | Note that the MPC expects growth to be slightly positive in the second half of 2016 and the majority of members thought it would be appropriate to cut bank rate to its effective lower bound if their forecasts were met. Therefore, we continue to think the Committee will cut bank rate to 0.10% in November. |
11.25am BST | 11.25am BST |
11:25 | 11:25 |
Oil price up ahead of Russia-Saudi Arabia statement | Oil price up ahead of Russia-Saudi Arabia statement |
While UK eyes were on the services sector PMI data, the price of a barrel of Brent crude oil bubbled upwards in anticipation of a statement from Saudi Arabia and Russia at the G20 meeting in China. | While UK eyes were on the services sector PMI data, the price of a barrel of Brent crude oil bubbled upwards in anticipation of a statement from Saudi Arabia and Russia at the G20 meeting in China. |
In the end, two of the world’s largest oil producing nations didn’t have much to say. | In the end, two of the world’s largest oil producing nations didn’t have much to say. |
They have agreed to set up a joint task force to ensure greater stability in the oil market, after watching prices slump from $100 a couple of years ago to less than $30 earlier in 2016. | They have agreed to set up a joint task force to ensure greater stability in the oil market, after watching prices slump from $100 a couple of years ago to less than $30 earlier in 2016. |
The agreement could involve curbing supply to address a global oil glut. | The agreement could involve curbing supply to address a global oil glut. |
Brent crude was up by 2.75% to $48.12 in advance of the statement. | Brent crude was up by 2.75% to $48.12 in advance of the statement. |
Updated | Updated |
at 11.35am BST | at 11.35am BST |
11.09am BST | 11.09am BST |
11:09 | 11:09 |
New car sales up 3.3% in August | New car sales up 3.3% in August |
More signs of strength in the economy now, as sales of new cars picked up again following a lacklustre performance in July. | More signs of strength in the economy now, as sales of new cars picked up again following a lacklustre performance in July. |
Sales rose by 3.3% year on year during August, according to the Society of Motor Manufacturers (SMMT), compared to a meagre 0.1% rise in July. | Sales rose by 3.3% year on year during August, according to the Society of Motor Manufacturers (SMMT), compared to a meagre 0.1% rise in July. |
Private car sales were down 0.2% but the slight decline was more than offset by a 7.7% rise in fleet car sales, as businesses showed they were still prepared to splash out on vehicles. | Private car sales were down 0.2% but the slight decline was more than offset by a 7.7% rise in fleet car sales, as businesses showed they were still prepared to splash out on vehicles. |
SMMT chief executive Mike Hawes said: | SMMT chief executive Mike Hawes said: |
August is traditionally one of the quietest months as consumers look ahead to the September plate change, so growth, albeit small, is good news. With showrooms full of exciting models featuring the very latest technology and a raft of affordable finance options, it still makes economic sense to consider buying a new car. | August is traditionally one of the quietest months as consumers look ahead to the September plate change, so growth, albeit small, is good news. With showrooms full of exciting models featuring the very latest technology and a raft of affordable finance options, it still makes economic sense to consider buying a new car. |
The key to maintaining this strong market is consumer confidence for which we look to government to deliver the conditions for economic growth. | The key to maintaining this strong market is consumer confidence for which we look to government to deliver the conditions for economic growth. |
Here’s a handy graph from the SMMT showing how car sales have performed since August 2000. | Here’s a handy graph from the SMMT showing how car sales have performed since August 2000. |
And here’s another handy graph, this time showing what the best-selling cars were in August and so far this year. It’s no surprise to find the Ford Fiesta motoring ahead. | And here’s another handy graph, this time showing what the best-selling cars were in August and so far this year. It’s no surprise to find the Ford Fiesta motoring ahead. |
11.04am BST | 11.04am BST |
11:04 | 11:04 |
A bit more reaction to the PMI data coming in now. | A bit more reaction to the PMI data coming in now. |
Here’s Martin Beck, senior economic advisor to ‘Big Four’ accountant EY’s economic forecasting group the ITEM Club: | Here’s Martin Beck, senior economic advisor to ‘Big Four’ accountant EY’s economic forecasting group the ITEM Club: |
A rise in the headline activity balance of the CIPS services survey exceeded economists’ expectations and represented the biggest monthly jump since the survey began in 1996. | A rise in the headline activity balance of the CIPS services survey exceeded economists’ expectations and represented the biggest monthly jump since the survey began in 1996. |
The details of the survey showed that a recovery in total activity was accompanied by a rise in new orders to a four-month high. Employment also expanded, following stagnation in July. But the inflationary consequences of a weaker pound appear to be making their mark in the services sector – input prices rose at the fastest pace in 33 months. | The details of the survey showed that a recovery in total activity was accompanied by a rise in new orders to a four-month high. Employment also expanded, following stagnation in July. But the inflationary consequences of a weaker pound appear to be making their mark in the services sector – input prices rose at the fastest pace in 33 months. |
The strong recovery in all three CIPS surveys in August suggests that the likelihood of a recession this year is looking more remote, in line with our view. | The strong recovery in all three CIPS surveys in August suggests that the likelihood of a recession this year is looking more remote, in line with our view. |
However, a composite PMI, which weights together the sectoral PMIs by their respective shares in the economy, points to an economy that will struggle to see much growth in Q3. | However, a composite PMI, which weights together the sectoral PMIs by their respective shares in the economy, points to an economy that will struggle to see much growth in Q3. |
Our expectation, allowing for the official and survey data available so far, suggests that GDP will expand by around 0.2%. So while the gloomier predictions around the EU vote are unlikely to be realised, the economy is not out of the woods yet. | Our expectation, allowing for the official and survey data available so far, suggests that GDP will expand by around 0.2%. So while the gloomier predictions around the EU vote are unlikely to be realised, the economy is not out of the woods yet. |
Kallum Pickering, senior economist at Berenberg, also thinks the UK will avoid economic contraction in the third quarter. | Kallum Pickering, senior economist at Berenberg, also thinks the UK will avoid economic contraction in the third quarter. |
The v-shaped recovery between July and August suits our above-consensus calls for the second half of the year that the UK will dodge a recession. If we take the July/August average of our weighted PMI for services, manufacturing and construction at face value, it points to stagnation in Q3. | The v-shaped recovery between July and August suits our above-consensus calls for the second half of the year that the UK will dodge a recession. If we take the July/August average of our weighted PMI for services, manufacturing and construction at face value, it points to stagnation in Q3. |
Importantly, whereas the PMIs indicated that the economy slowed in Q2 to a growth rate of around 0.2% quarter on quarter, official data showed the economy actually expanded by 0.6%. If we apply the same difference of +0.4ppt to the Q3 PMI prediction of 0.0%, it points to a significant upside risk to our already above-consensus forecast of 0.1% in Q3. | Importantly, whereas the PMIs indicated that the economy slowed in Q2 to a growth rate of around 0.2% quarter on quarter, official data showed the economy actually expanded by 0.6%. If we apply the same difference of +0.4ppt to the Q3 PMI prediction of 0.0%, it points to a significant upside risk to our already above-consensus forecast of 0.1% in Q3. |
10.42am BST | 10.42am BST |
10:42 | 10:42 |
With some solid PMI data in the bag, economists will be looking to tomorrow’s August retail sales data from the British Retail Consortium for a further injection of good news, this time from the High Street. | With some solid PMI data in the bag, economists will be looking to tomorrow’s August retail sales data from the British Retail Consortium for a further injection of good news, this time from the High Street. |
Forecasters at IHS Global Insight are expecting a strong result, helped by good weather, foreign tourists using the weak pound as an excuse for a shopping spree and a “feel good factor” thanks to Team GB’s gold-plated performance in the Rio 2016 Olympics. | Forecasters at IHS Global Insight are expecting a strong result, helped by good weather, foreign tourists using the weak pound as an excuse for a shopping spree and a “feel good factor” thanks to Team GB’s gold-plated performance in the Rio 2016 Olympics. |
It is also notable that the fundamentals are currently still pretty healthy for consumers with employment at a record high and purchasing power benefiting from earnings growth running well above consumer price inflation. | It is also notable that the fundamentals are currently still pretty healthy for consumers with employment at a record high and purchasing power benefiting from earnings growth running well above consumer price inflation. |
This has seemingly encouraged consumers to keep spending despite confidence falling sharply in the immediate aftermath of the Brexit vote – and confidence actually recovered some of its losses in August. | This has seemingly encouraged consumers to keep spending despite confidence falling sharply in the immediate aftermath of the Brexit vote – and confidence actually recovered some of its losses in August. |
However, IHS expects the buoyant mood on the High Street to be relatively short lived. | However, IHS expects the buoyant mood on the High Street to be relatively short lived. |
Consumers are likely to face less favourable purchasing power as inflation rises and earnings growth is limited by companies striving to limit their costs. In addition, unemployment seems seem likely to rise over the coming months. | Consumers are likely to face less favourable purchasing power as inflation rises and earnings growth is limited by companies striving to limit their costs. In addition, unemployment seems seem likely to rise over the coming months. |
Meanwhile, a likely softening labour market and reduced consumer confidence will dilute workers’ ability and willingness to push for higher pay awards even though inflation is expected to rise appreciably over the coming months. | Meanwhile, a likely softening labour market and reduced consumer confidence will dilute workers’ ability and willingness to push for higher pay awards even though inflation is expected to rise appreciably over the coming months. |
There is a very real likelihood that inflation will move above earnings growth during 2017. | There is a very real likelihood that inflation will move above earnings growth during 2017. |
10.22am BST | 10.22am BST |
10:22 | 10:22 |
FTSE 100 unmoved by PMI but sterling jumps | FTSE 100 unmoved by PMI but sterling jumps |
The services sector PMI may have come in ahead of expectations at 52.9, resulting in a healthy figure of 53.2 for the economy as a whole, but the blue-chip stock index remains unimpressed. | The services sector PMI may have come in ahead of expectations at 52.9, resulting in a healthy figure of 53.2 for the economy as a whole, but the blue-chip stock index remains unimpressed. |
Having started the day flat, the FTSE 100 is has edged down by around 0.2% to 6,880. | Having started the day flat, the FTSE 100 is has edged down by around 0.2% to 6,880. |
However, the pound is on the up, reaching a seven-week high of $1.3375 against the dollar. | However, the pound is on the up, reaching a seven-week high of $1.3375 against the dollar. |
Analysts at Spreadex said the FTSE was suffering its “usual post-pound push malaise”, given that so many of the index’s companies earn in dollars. | Analysts at Spreadex said the FTSE was suffering its “usual post-pound push malaise”, given that so many of the index’s companies earn in dollars. |
The UK index shouldn’t feel too dejected, however; it’s still near 6900, while its oil and mining stocks are currently enjoying a strong start to the week thanks to Brent Crude’s 3% rise. | The UK index shouldn’t feel too dejected, however; it’s still near 6900, while its oil and mining stocks are currently enjoying a strong start to the week thanks to Brent Crude’s 3% rise. |
Updated | Updated |
at 1.14pm BST | |