英国消费者信心在7月份达到30%，创21个月来的最高水平，较6月份上升6个百分点[1]。这一乐观态势反映了英格兰在世界杯足球赛中的表现、英国国内假期增加以及新首相上任等多重利好因素的综合影响。
消费支出数据也印证了这种信心提升。消费卡支出同比增长2%，较6月的1.9%进一步上升[1]，离散支出增长1.6%[1]。其中，酒吧交易额增长10%，因英格兰在世界杯赛事中的出色表现而获得提振，赛事为英国酒吧带来了£150m的销售额[1]。英国住宿支出增长2.6%[1]，电影院卡支出增长2.6%[1]。零售业表现则呈现分化，食品销售同比增长3.8%[1]，但家具和电脑等大额商品销售遇冷。
劳动力市场也显示出积极信号。根据招聘及就业联盟发布的数据，永久岗位招聘余额在7月升至50.0，较5月的44.1大幅上升，这是自2022年9月以来首次达到这一水平[1]，50以上的水平表示经济处于扩张期[1]。与此同时，欧洲经济信心提升6个百分点至35%，创2015年以来最高水平[1]。零售商Next公司今年第三次上调了利润指引[1]。
UK consumer confidence surged to 30% in July, marking the highest level in approximately 21 months and representing a six-percentage-point increase from June [1]. The uplift reflects optimism stemming from the World Cup football tournament, increased domestic holiday spending, and the arrival of a new prime minister [1].
Consumer card spending rose 2% year-on-year in July, up from 1.9% in June, while discretionary spending grew 1.6% [1]. The World Cup's impact on hospitality was particularly pronounced, with bar transactions climbing 10% and generating £150 million in sales for UK pubs [1]. Cinema card spending also increased by 2.6%, and UK accommodation expenditure rose 2.6% [1]. However, the retail sector showed mixed performance, with food sales advancing 3.8% year-on-year, while larger purchases in furniture and computing categories weakened [1].
Employer confidence also strengthened during the period. The REC permanent job recruitment balance reached 50.0 in July, up from 44.1 in May and marking the first time this level has been achieved since September 2022 [1]. A reading above 50 indicates economic expansion [1]. European economic confidence likewise improved, climbing six percentage points to 35%, its highest level since 2015 [1]. Retail company Next raised its profit guidance for the third time this year [1].