UK retail sales rise 1.2% in April, a fourth straight monthly gain
The ONS reported retail sales volumes rose 1.2% in April, a fourth straight monthly gain and the highest level since July 2021. Firmer spending suggests households feel more confident as inflation eases. For buyers and sellers the signal is indirect: a steadier consumer backdrop, but also a reason for the Bank of England to hold rather than cut at its 17 June meeting. This is a sentiment read, not a housing release — its effect on mortgage pricing is second-hand.
What this means for…
Buyers· 1/3
Sellers· 1/3
Wider market· 2/3
Each axis scored 1 (minor) to 3 (major). Total 4/9.
More Macro commentary
22 Sept 2026 · Impact 6/9
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17 Sept 2026 · Impact 6/9
Bank of England holds Bank Rate at 3.75% but three of nine MPC members vote to raise it to 4%
16 Sept 2026 · Impact 8/9
UK inflation rises to 3.1% in August as motor fuel prices jump 23% over the year
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